2026 is when multiplayer mode comes into gear.

If you have a bunch of agents autonomously working, isn't there potential for a huge, you know, multi-agent cascade of failures?

There's a lot of narrative around AI helping automate work and reducing cost.

But I think in instances where AI is actually reinforcing the business model in driving revenue, there's really

no limit to the amount that customers may want to adopt that technology.

It's not AI that's the competition. It's your competitors using AI.

Every year, we step back and ask a simple question. What will builders focus on next?

Our 26 big ideas bring together the themes our investing teams believe will shape the coming

year in tech. This episode is built around one big idea. AI is becoming an orchestration layer

inside the enterprise. Not a collection of standalone tools, a coordinated system of agents that can

plan, analyze, and execute work across departments and software.

You'll hear four perspectives of what changes when AI starts running the workflow,

how organizations extract context,

why legacy replacement accelerates,

what multiplayer AI looks like in practice,

and what makes these systems commercially defensible.

To understand the shift, we start with the Enterprise Wide View.

Seema Amble argues that the move from experimentation to coordinated multi-agent systems

will force organizations to extract tacit knowledge from documents, processes, and people's heads,

turning it into usable

operational context. Here's SEMA.

Hi, I'm Sema Amble, a partner on our apps investing team. My 2026 big idea is that AI will create

...