My outlook for 2026: orchestration, the human edge and the AI bubble
Azeem Azhar's Exponential View
EPIIPLUS 1 Ltd / Azeem Azhar
5 • 1.1K Ratings
🗓️ 16 January 2026
⏱️ 33 minutes
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| 0:00.0 | Coming into 2026, things feel a little bit different. The moment is somewhat unusual. It's charged by, I think, a maturation of what we've seen from AI tools, the promise of the last seven or eight years. |
| 0:16.7 | And so I wanted to start this year by grounding us in something different and something simple, |
| 0:23.6 | the way in which AI is already showing up in my day today and how that's changed in the last |
| 0:29.8 | two or three months and what that means for the year ahead. |
| 0:34.1 | So let's get back to this sensation that I have felt and experienced over the last |
| 0:41.4 | few weeks. It really feels that some of the AI tools crossed some part of the uncanny valley. |
| 0:49.1 | And what it feels like right now for me is that I have maybe 50, maybe 100 people working for me in |
| 0:56.8 | addition to my brilliant team, not metaphorically, but it's just in terms of actual velocity. |
| 1:04.0 | And what has really driven that has been the ability for these systems to write really good code and become more and more reliable in the |
| 1:13.5 | analysis they do. Things that have sat at the bottom of my to-do list for months are now done. |
| 1:19.2 | They're done in an hour. They're done for a few dollars. And so what I wanted to do, it's been such |
| 1:24.9 | a moment, maybe a realization or an epiphany about what that work style looks like just in the last few weeks. |
| 1:32.0 | I want to suggest that 2026 could be a year for everyone where the way in which you use AI is going to change. |
| 1:41.8 | It's going to be less about using tools and more about orchestrating |
| 1:45.6 | your team of virtual workers alongside your real human colleagues. And I think one way of thinking |
| 1:53.4 | about this is about moving from the to do list to the done list. Now, I want to take you through |
| 2:00.5 | six shifts. These are anchored around |
| 2:03.5 | three particular principles. The first anchor is how we make things and why the act of building |
| 2:12.8 | has fundamentally changed. The second anchor is what does meaning look like? Because when making gets |
| 2:21.3 | much cheaper, we need to ask a question about what is still valuable. And the third is what are the |
| 2:27.6 | foundations that all of this sits on, the energy and the money, and whether this entire edifice |
| 2:32.9 | will hold together. |
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