meta_pixel
Tapesearch Logo
Log in
Azeem Azhar's Exponential View

My outlook for 2026: orchestration, the human edge and the AI bubble

Azeem Azhar's Exponential View

EPIIPLUS 1 Ltd / Azeem Azhar

Robots, Intelligence, Openai, Technology, Business, Automation, Future, Gpt, Exponential, Economics, Society, Exponential View, News, It, Tech News, Work, Investing, Review, Ai, Artificial Intelligence, Science, Azeem Azhar, Government, Economy

51.1K Ratings

🗓️ 16 January 2026

⏱️ 33 minutes

🧾️ Download transcript

Summary

In this episode, I share my outlook for 2026 and explain why AI tools now feel genuinely different. I explore how the act of making has been transformed, why authenticity and meaning will become the new scarcity, and whether the foundations of energy and capital can hold. I also address the question I was asked most in 2025: when will the AI bubble burst?

Transcript

Click on a timestamp to play from that location

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.

...

Transcript will be available on the free plan in 24 days. Upgrade to see the full transcript now.

Disclaimer: The podcast and artwork embedded on this page are from EPIIPLUS 1 Ltd / Azeem Azhar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of EPIIPLUS 1 Ltd / Azeem Azhar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.