Jan 16, 2026
Earlier this month, I briefed members of Exponential View on the year ahead. I explored 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?
Paying members can access the full Q&A session here.
Skip to the best bits:
06:43 From execution to orchestration
09:02 The agentic coding revolution
11:10 The Chief Question Officer
[20:30](https://www.yo…
Jan 16, 2026
Earlier this month, I briefed members of Exponential View on the year ahead. I explored 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?
Paying members can access the full Q&A session here.
Skip to the best bits:
06:43 From execution to orchestration
09:02 The agentic coding revolution
11:10 The Chief Question Officer
20:30 The new moat in 2026
26:10 How does solar growth affect AI?
28:53 Revisiting the bubble or boom question
Enjoy!
Azeem