Key Themes – 1
I asked Claude and ChatGPT to distill the predictions into a set of key themes.
“2026 is the year AI stops being a capability and becomes an actor—reshaping how work is done, how buying decisions are made, how brands are experienced, and how trust is enforced.”
- The Agentic Shift: From Software as Tools to Software as Labour
Core idea: 2026 is the year AI stops assisting work and starts doing work.
Software has always been a tool humans use. In 2026, software becomes a workforce humans manage. The question shifts from “What can we automate?” to “What should AI handle by default?”
What’s converging:
- Agentic AI in 40%+ of enterprise apps (up from <5% in 2025)
- Multi-agent systems that plan, execute, and self-correct across tools
- SaaS and agents merging completely—every product becomes an adaptive agent
- Autonomous workflows replacing human execution in support, finance, ops
- “Digital employees” that notice problems, diagnose causes, apply fixes, and update tickets while you sleep
Why this is foundational: This isn’t a feature upgrade—it’s a change in what software is. The implications ripple through pricing models, org structures, and the very definition of “work.”
- Agentic Commerce: Machine Customers Replace Human Browsing
Core idea: Buying decisions increasingly happen between machines, not humans.
The consumer doesn’t browse ten tabs. They say: “Find me the best winter coat under $200, my size, ships in two days.” The AI handles scanning, validating reviews, confirming delivery, factoring loyalty perks—and completing the purchase.
What’s converging:
- “Zero-click” commerce where AI handles selection, purchase, and tracking
- Agent-to-Agent (A2A) transactions: your personal AI negotiates with merchant AIs
- Decline of browsing, apps, and traditional funnels
- Products marketed to machine customers, not human eyeballs
- McKinsey: $3-5 trillion in annual retail sales influenced by agentic commerce by 2030
- Gartner: $15 trillion in B2B purchases commanded by AI agents by 2028
Why this breaks everything: Discovery, branding, pricing, loyalty, and attribution all fracture when humans are no longer the primary decision-makers. Decades of SEO, paid media, and brand-building investment lose their edge when an algorithm decides what to recommend.
- Discovery Rewired: From SEO to Search Everywhere to Agent Optimization
Core idea: Visibility shifts from ranking on Google to being the answer AI gives.
Discovery has fractured far beyond ten blue links. Consumers bounce between TikTok, Reddit, YouTube, ChatGPT, Perplexity, and Gemini before ever reaching a brand’s website—if they reach it at all.
What’s converging:
- “Search Everywhere Optimization” replaces traditional SEO
- Generative Engine Optimization (GEO) for AI search dominance
- AI citations become the new currency of visibility
- Structured data, entity recognition, and “answerability” determine who gets recommended
- Content that performs best is what AI can’t easily imitate: opinionated, experiential, data-rich
- The death of the “App Store”—OS-level AI interfaces with service APIs directly
Why this matters for marketers: Clean catalogs, consistent metadata, real-time inventory feeds determine AI visibility. Marketing evolves from persuasion to precision—agents care about facts (price, quality, sustainability, fulfillment reliability), not emotional appeals.
- The Interface Disappears: AI Becomes the Workflow Layer
Core idea: Users stop clicking software; AI orchestrates systems invisibly.
The highest-performing teams aren’t shipping AI buttons. They’re embedding AI inside actual processes—support routing, financial operations, sales planning, engineering sprints. AI dies when it’s bolted on; it works when it’s embedded.
What’s converging:
- “AI-native” platforms replace bolt-on copilots
- Browser evolves into AI’s control center and execution environment
- Conversational execution replaces UI-heavy workflows
- On-demand apps built by agents in real-time
- On-device and edge AI expands for privacy, cost, and responsiveness
- Ambient intelligence through wearables offering help without being asked
Why this is structural: This changes how software is designed, sold, and monetized. The “interface” dies; the “service” remains. Your OS-level AI simply interfaces with Uber or DoorDash APIs directly—no app required.
- From Proof-of-Concept to Proof-of-Impact: The ROI Reckoning
Core idea: 2026 ends AI experimentation and starts AI accountability.
There is—rightfully—little patience for “exploratory” AI investments. Each dollar spent must fuel measurable outcomes. After three years of pilots, tolerance for innovation theater collapses.
What’s converging:
- CFO-led ROI scrutiny; P&L impact required
- AI budgets tied to outcomes, not experimentation
- Hype correction and market consolidation
- Weaker players fold; stronger innovators expand
- The “$0 to $1B” club emerges—AI startups scaling with extreme efficiency
- Data center overcapacity as efficiency improves and focus shifts from training to inference
Why this is inevitable: The AI bubble doesn’t burst—it matures. Investors prioritize practical value over demos. The survivors are those with real revenue, not impressive prototypes.
- Trust, Governance & Liability Become Hard Constraints
Core idea: As AI acts autonomously, trust becomes enforceable, not optional.
Once AI can act, errors become financially and legally real. If your AI booking agent accidentally buys 100 tickets instead of 1, someone’s on the hook.
What’s converging:
- Self-verifying / “critic” agents that fact-check before executing
- Strict liability legislation for AI actions
- AI provenance, watermarking, and authenticity verification
- Preemptive cybersecurity—AI systems patch vulnerabilities before exploitation
- Regulation moves from principles to enforcement (especially EU)
- Compliance shifts to audits, technical controls, vendor clauses, operational monitoring
Why this accelerates in 2026: Autonomous action creates autonomous liability. Governments and enterprises can no longer treat AI errors as “glitches”—they’re business decisions with consequences.