It took me two weeks, 6000 words and nine posts, but I can finally round up my predictions for 2026 in one place. Here’s the complete list in one handy, blissfully shortened post. Thanks for reading, and once (and for good), I wish you a happy, healthy New Year.
#10 – The Feed Declines (Predictions 2026, #10)
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The modern English verb ‘to conjure’ is derived from the Latin conjurare, meaning ‘band together by an oath, conspire.’ Its roots con (‘with’) and jur (‘legal right or authority, law’) echo with questions central to our present day struggle with technology: Who do we trust to determine authority? Why do we believe in them?
Conjuring also evokes magic, sorcery, and wonder, essential elements of the tech industry mythos. My earliest pieces on the impact of generative AI leaned on the metaphor of magical “genies” doing our bidding in a relationship bound by loyalty and trust. Do those genies work for us, or are they the product of conjurers beyond our control? Do they demand faith, or instill it?
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Ten years ago a new and promising technology burst into our homes – the smart speaker. Like many tech-forward families, our household went all in. We got two Alexa speakers and two Google Homes, plugged them in, and they became fixtures in our kitchen and bedrooms for years.
Problem is, we kind of hate them now. At first they were cool – it was novel to talk to a device and have it actually work, at least for simple tasks like “what’s the weather today” or “play Vampire Weekend.” But we quickly grew disaffected with our new purchases, because more often than not, they failed when presented with even moderately complicated queries like “what time is the Giants game tonight” or “what’s on my grocery list.” In short, the first generation of smart home speakers were limited by a rigid approach to “intelligence” that didn’t scale. Only one sad, bedraggled Google Home remains in service in our kitchen, serving as a glorified clock radio (that’s it in the picture above). And it’s not doing Google any favors in the branding department, because whenever we ask it anything even slightly complicated, it fails, earning a string of expletives in the process*.
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All year long I monitor my annual predictions, taking note when events either make me a fool or a sage. 2025 marked perhaps the most unpredictable and frustrating year of them all – and that’s not nothing, given I started prognosticating in 2003. But then again, I did expect an odd one – from my 2025 post: “This isn’t going to be a normal year. 2025 will be strange, frenetic, and full of surprises.”
I titled my post “Tech Takes the Power Position.” While I didn’t make that sentiment one of my specifically numbered predictions, it did provide the context for how I was thinking about the year ahead. “We’re not accustomed to the tech industry having this much raw power. The finance industry? Sure…But this year, for the first time ever, Big Tech has leap-frogged finance in the pantheon of political influence…the subset of Big Tech bros who’ve bought their way into the Oval are evangelists for an untested and downright strange brand of magical thinking best summed up as “techno optimism.” …for better or for worse, 2025 is going to be the year when the loudest voices in the room are all adherents of the Great Man Theory, and they all happen to have direct access to the Oval Office.”
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Capture.
I led my predictions for 2025 with the dog-bites-man observation that technology has eclipsed finance as the most powerful industry in the world. More than six months into the year, I’d like to emend my conclusion. Tech hasn’t eclipsed finance. It has captured it.
Finance has always leveraged technology – at Wired in the early 1990s, we were fond of saying that technology’s twin engines of innovation were money and sex – but the most interesting story was always money. Care to understand the future of internet infrastructure? Bone up on how hedge funds optimize network latency. Want to peer into the future of online consumer services back when the Web was a glint in Marc Andreessen’s eye? Start with online banking.
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According to scholar Carlota Perez, one of tech’s most revered theorists, society regularly goes through technology-driven “revolutions.” These structural cycles can take fifty years or more, and are defined by core technologies which shape life as we know it. Her list of previous cycles include the Industrial Revolution; The Age of Steam and Railways; The Age of Steel, Electricity and Heavy Engineering; and The Age of Oil, the Automobile, and Mass Production.*
Back in the early 2000s, Perez has identified the Internet (more formally, ICT, or “information communications technologies”) as the dominant technological force driving our current age. Perez’s framing has been a favorite of pundits ever since – and has played a central role in the debate as to whether a much-hyped “Next Big Thing” – crypto, the metaverse, quantum computing – is merely a feature of an ongoing revolution, or the starting gun to an entirely new age.
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I’ve been pondering something for a while now, but have held off “thinking out loud” about it because I was worried I might sound like a guy yelling at the kids to get off his lawn. But f*ck it, this is my site, and I think it’s time to air this one out: Technology isn’t delivering on the magic anymore. Instead, it feels like a burden, or worse.
For decades, digital technology delivered magical moments with a regularity that inspired evangelical devotion. For me, the very first of these moments came while using a Macintosh in 1984. Worlds opened up as that cursor tracked my hand’s manipulation of the mouse. Apple’s graphical user interface – later mimicked by Microsoft – was astonishing, captivating, and open ended. I was a kid in college, but I knew culture, business, and society would never be the same once entrepreneurs, hackers, and dreamers starting building on Apple’s innovations.
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(This is a preview of a piece I’m working on for Signal360, to be published next week.)
“The US litigates, the EU legislates.” That’s what one confidential source told me when I asked about the Digital Services Act and the Digital Markets Act, the European Union’s twin set of Internet regulations coming into force this year. And indeed, even as the United States government continues an endless parade of lawsuits aimed at big tech, the EU has legislated its way to the front of the line when it comes to impacting how the largest and most powerful companies in technology do business. It may be tempting to dismiss both the DSA and the DMA as limited to only Europe, and impacting only Big Tech, but that would be a mistake. It’s still very early – much of the laws’ impact has yet to play out – but there’s no doubt the new legislation will drive deep changes to markets around the world. And even if you aren’t a digital platform, your own business practices may well be in for meaningful change.
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Of all the structural problems “Web 2” has brought into the world – and there are too many to list – one of the most vexing is what I call the “meta-services” problem. Today’s commercial internet encourages businesses and services to create silos of our data – silos that can not and will not connect to each other. Because of business model constraints (most big services are “free,” revenues come from advertising and/or data sales), it’s next to impossible for anyone – from an individual consumer to a Fortune 50 enterprise – to create lasting value across all those silos. Want to compare your Amazon purchase history to prices for the same goods at Walmart? Good luck! Want to compare the marketing performance of your million-dollar campaigns between Facebook and Netflix? LOL!
For the past 15 or so years, I’ve written about a new class of “meta-services” that would work across individual sites, apps, and platforms. Working on our behalf, these meta-services would collect, condition, protect, and share our information, allowing a new ecosystem of services and value to be unlocked. OpenAI’s recent announcement of plugins, along with their already robust APIs, has brought the meta-service fantasy tantalizingly close to reality. But it’s more likely that, just as with the “open internet,” the fantasy will remain just that. Internet business models have been built to collect short term rent. Truly open systems rarely win over time – regardless of whether the company uses the word “open” in its name.
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Never in my five-plus decades has a year been so eagerly anticipated, which makes this business of prediction particularly daunting. I’m generally inclined to be optimistic, but rose-colored glasses stretch time. Good things always take longer to emerge than any of us would wish. Over 18 years of doing this I’ve learned that it’s best to not predict what I wish would happen, instead, it’s wise to go with what feels most likely in the worlds I find fascinating (for me, that’s media, technology, and business, with a dash of politics given my last two years at The Recount). As I do each year, I avoid reading other folks’ year-end predictions (though I plan on getting to them as soon as I hit publish!). Instead, I just sit down at my desk, and in one rather long session, I think out loud and see where things land.
And off we go….
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