Topics & People
Predicted by David Sacks to be the most anticipated trend of 2026, involving a push for transparency and accountability in government expenditures at all levels.
The ongoing geopolitical and economic tensions between the US and China, particularly concerning Taiwan. Jason Calacanis predicts this will be largely resolved under a second Trump term.
An economic theory cited to explain that as the unit cost of AI-driven intelligence plummets, its overall consumption will massively increase.
A predicted uprising in Iran that would oust the Ayatollahs. Friedberg's contrarian belief is that this would paradoxically lead to more instability and conflict in the Middle East among other Arab states.
A deal structure, predicted by Chamath to become dominant, where large companies make huge licensing deals with startups to acquire talent and IP, bypassing traditional M&A antitrust hurdles. Examples include Google/Character AI and Microsoft/OpenAI.
Friedberg's prediction for the biggest deal of 2026, anticipating a resolution to the conflict driven by economic and political factors.
A foreign policy approach involving invasion, occupation, and nation-building, which Sacks argues is distinct from Trump's actions in Venezuela.
A historical US foreign policy principle that Chamath predicts will be the 'biggest loser' of 2026, replaced by a new 'Trump Doctrine' focused on unilateralism and hemispheric dominance.
A political ideology predicted to be a major loser in 2026 as the Democratic party base shifts further left towards socialism and progressivism.
A predicted period of strong economic growth in 2026 under a potential Trump presidency, characterized by high GDP growth, low inflation, and a resurgent IPO market.