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No Priors · January 2, 2026 · 50m
The 2026 AI Forecast: Foundation Models, IPOs, and Robotics
Sarah and Elad forecast 2026: foundation model competition, expected IPOs from OpenAI and Anthropic, and the emerging robotics wave.
This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.
Canon
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Gil and Guo treat their annual forecast as a Stoic exercise: the value is in the analytical process (controllable) rather than prediction accuracy (uncontrollable).
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Gil and Guo study the biographies of previous AI hype cycles (1960s, 1980s, 2010s) to calibrate whether the current wave will sustain or collapse.
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