TLDR · MISCELLANEOUS

12 PREDICTIONS FOR 2026

tomtunguz.com5 min read

Summary from the TLDR newsletter

This post contains 12 predictions for 2026 from a venture capitalist. 2026 will be the year enterprises productionize AI. It will be a record year for liquidity, though AI budgets will receive scrutiny for the first time. Labs will stop competing on every frontier as Google distances itself from competitors. Cloudflare will become the gatekeeper for agentic payments.