TechCrunch Equity’s Predictions Episode: What to Expect in 2026

As 2025 comes to a close, TechCrunch’s Equity team is gearing up for the upcoming year with its annual predictions episode. In this episode, hosts Kirsten Korosec, Anthony Ha, and Rebecca Bellan, along with Build Mode host Isabelle Johannessen, analyze significant technological advancements from the past year. They cover topics from surprising AI funding rounds to the emergence of “physical AI” and share their visions for 2026.

Key Highlights from 2025

The discussion dives deep into the tech landscape of 2025, assessing both triumphs and areas that fell short. The Equity crew explores why AI agents didn’t meet expectations this past year, despite high anticipation. They speculate that advancements on this front may finally come to fruition in 2026.

In addition, the conversation shifts to how Hollywood is expected to push back against AI-generated content. The increasing prominence of AI has raised concerns in the film industry, prompting significant discussions about copyright and creative rights.

Furthermore, the team highlights the challenges facing venture capitalists in the wake of a liquidity crisis, illustrating how the market’s dynamics are shifting and what implications this has for startups.

Major Predictions for 2026

The Rise of World Models in AI

A key takeaway from the episode is the prediction that world models will become a defining trend in AI. Unlike traditional large language models, these world models will enhance AI’s ability to interact with and understand complex environments. The hosts argue that this innovation will drive more intuitive and effective AI systems.

Shift from Stealth Mode to Alternative Funding

The end of “stealth mode” for AI startups is another significant point of discussion. The Equity team elaborates on how transparency in operations and greater access to diverse funding sources will shape the future of startups. As emerging companies navigate an uncertain financial atmosphere, alternative funding strategies are likely to gain traction.

Anticipating Regulatory Changes in AI Policy

Predictions around regulatory chaos are also on the docket. With changing political landscapes and Trump’s recent executive order concerning AI policy, the team discusses the potential impacts on startups. As regulations loom, founders will need to stay agile and proactive to navigate the challenging waters ahead.

Hot Takes on IPOs: OpenAI and Anthropic

The episode also includes candid discussions about the prospects of IPOs for major players like OpenAI and Anthropic. Will we see these companies go public in 2026? The hosts share their perspectives, highlighting the factors that could influence these important decisions.

Rapid-Fire Predictions

Towards the end of the episode, the Equity team delivers some rapid-fire predictions that range from pop culture to technology trends. Among these are the anticipated separation of tech figures Johnny Ive and Sam Altman, the unexpected resurgence of “dumb phones,” and the rise of individuals identifying as “AI native” in their careers and personal brands.

Sneak Peek into Build Mode Season 2

Listeners can also look forward to the upcoming season of Build Mode, which will focus on essential strategies for team building, hiring, and finding co-founders. This season promises to offer actionable insights for entrepreneurs at various stages of their journey.

Listen to the Full Episode

To dive deeper into these topics, be sure to listen to the full episode of the Equity podcast. Available on platforms like YouTube, Apple Podcasts, Overcast, and Spotify, it’s a valuable resource for tech enthusiasts and industry professionals alike.

Stay Connected with Equity

Don’t miss out on the latest discussions and insights from the Equity crew! You can follow the podcast on social media platforms like X and Threads at @EquityPod for updates and engaging content.

With these predictions and insights, the Equity team is not just wrapping up 2025 but is also primed and ready for the challenges and opportunities that 2026 will bring. Tune in to stay informed about the evolving tech landscape and prepare for what lies ahead.

Thanks for reading. Please let us know your thoughts and ideas in the comment section down below.

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Emmanuel Kesse

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