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2026 Predictions Episode

Innovation with Mark Peter Davis

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Episode  ·  57:46  ·  Dec 16, 2025

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Our 2026 predictions are in. From IPOs to AI to robots - check out what we think is actually coming in 2026.To wrap up 2025, I regroup with Mike and Phuong for our annual end-of-year episode, where we look back at last year's predictions (they passed with flying colors) and set our sights on what’s ahead.Here’s a sneak peek at some of the topics covered:✅ AI’s real impact on blue and white collar jobs. The slow thaw of the IPO market. The maturing of venture capital into a robust capital market ecosystem. Why humanoid robots might finally enter the chat. How seed-stage startups have fundamentally changed - and what will make or break them next year.If you're a founder, investor, or just trying to stay ahead of the curve, this one’s packed with insight. Listen & let us know what YOU think is coming in 2026? Drop your predictions in the comments. ⏱ Chapter Markers00:00 – Intro: 2025 Recap & Predictions for 202601:00 – Michael’s 2025 Prediction Scorecard: AI, Jobs & Valuations06:30 – IPO Market Outlook & The Tale of Two Venture Markets12:00 – AI Foundational Models vs. Application Layer16:45 – 2026 Exit Landscape & The Rise of Secondaries21:00 – Will Big Tech Pull Back from the Application Layer?25:00 – AI Enterprise Adoption & Salesforce’s Big Bet28:00 – The Robotics Curve: Consumer vs. Construction Use Cases33:00 – Phuong’s 2025 Prediction Debrief: Tariffs & CX38:00 – AI at Home? Why Consumers Aren’t Adopting (Yet)41:00 – How Seed-Stage Startups Have Changed in 202546:00 – Labor Mismatch & The Talent Problem in AI Startups49:00 – Who Wins in 2026: Full Workflow Automation52:00 – Who Loses: Commoditized Content, Support & Legal Tools55:00 – The Real Risk: Obsolescence & Distribution Moats57:00 – Wrap Up & 2026 OutlookLinks:Book: AI Superpowers: China, Silicon Valley, and the New World OrderBook: The Lean StartupBook: The Power Law: Venture Capital and the Art of DisruptionInterplay: Website, LinkedIn, TwitterMPD: LinkedIn, TwitterMichael Rogers: LinkedIn, TwitterPhuong Ireland: LinkedIn, Twitter

57m 46s  ·  Dec 16, 2025

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