The Feed Declines (Predictions 2026, #10)

Evolve, or die?

At the dawn of digital, when cell phones were new and culture dominated by cable television, most of my friends and family considered me an ‘early adopter.’ I was usually the first of my crew to engage with any new digital device or service – the Mac, email, the web, search, wifi, even nascent social sites like Friendster, Orkut, and LinkedIn. I was one of the very first people on Instagram, back when it was just a photo site. I was the guy friends and family called when they had a computer problem, and later, when their smart phone acted up. It wasn’t that I was particularly adept at coding or solving IT problems. I was just the guy who everyone knew had spent the most time in the digital world. You know, the Wired guy.

For nearly three decades, I stayed current with all things digital. But about ten years ago, I started pulling back. At first it was more of a vibe – I didn’t like how the digital world was starting to feel. Insistent, needy, demanding. I’d worked for most of my life inside digital spaces, but before the web went world wide, digital was more of a solo act. You, the “user,” were in charge. You decided which applications to pay attention to, which documents to read or write, which sites to visit. That was starting to change, and it didn’t feel right.

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What I’ve Learned: On Health

The holidays bring us all a moment to reflect. If you’re like nearly everyone I’ve spoken to these past few weeks, 2025 offered a lot of grist for contemplation. I usually write my predictions for next year around this time, but today I’d rather think out loud about something a bit more personal.

2025 was the year I turned 60 years of age. I hesitated before writing that sentence, because … well, like everyone I know who’s made it this far, I’ve become obsessed with understanding what it means to face the inevitable social, physical, and emotional impact of “getting older.” It’s probably one of the driving reasons for investing a considerable portion of the past two years of my life into DOC, a new company focused on the science of longevity medicine.

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Grading My 2025 Predictions

Nostradamus, so predictable.

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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Two Approaches to Saving The Web. Only One Works.

Image Gareth Glaser https://www.linkedin.com/pulse/appeal-open-internet-gareth-glaser-kwnbe/

The open web – free content written by actual humans about things actual humans care about – has been in decline for more than a decade. I’ve had a front row seat throughout – first at Federated Media, which was built 20 years ago to support independent publishers, then on the Board of Sovrn, which continued Federated’s work on the programmatic/data side of the publishing business. I’ve also taught and practiced journalism for the past few decades, and started and advised countless ventures that depend on traditional media revenue streams.

In short, I know it ain’t pretty out there for advertising-supported publishing. Social media dug the grave, and now the nail gun of generative AI seems to be merrily fastening the lid over the open web’s pine box coffin.

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Algorithms and Capitalism: Cleaning Up The Waze Parade

Where are we all going?!

Do you feel it? A simmering discontent with the state of capitalism in American life? I certainly do. My kids engage with social media only if they have to – never because they wish to. They believe their feeds are  manipulated by corporate interests, and they are distrustful of anyone who believes otherwise. My wife is convinced that anything she buys online – particularly the bigger ticket items like flights or hotels – is priced based on what algorithms calculate she can afford to pay – not what might be fair or offered to others. Parents in my friend group are terrified that their kids are using ChatGPT as a confidante and therapist whose motivations are unfathomable. The stock market keeps pushing ever upwards, but my colleagues are increasingly convinced a crash is around the corner.

Something just feels….off. The complex socio-economic system that we’re all a part of seems rigged. And we feel powerless to do anything about it.

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OpenAI: Code Red? More Like Code Green!

 

After writing about how OpenAI might just be the AOL of the post AI Internet, I couldn’t resist commenting on The Information’s scoop this morning about OpenAI hitting the big red panic button. It’s now a Valley ritual to call an official emergency whenever you’ve made massive management mistakes that almost kill your company. Remember Sundar’s code red back when ChatGPT launched? Seems Sam Altman is now returning the favor. He’s worried Google’s Gemini is about to lap ChatGPT, and has told his staff to drop everything and focus entirely on improving OpenAI’s core product.

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Is OpenAI Today’s Netscape? Or Is It AOL?

As is his want, last week Fred Wilson wrote a provocative post I’ve been thinking about for the past few days. Titled “Netscape and Microsoft Redux?“, Fred notes the parallels between the browser wars of the late 1990s and the present-day battle for dominance in the consumer AI market. And he asks a prescient question: What new, world-defining product might we be missing by focusing on AI chatbots?

In the early days of the Web, everyone thought the most important new product to emerge from the Internet was the browser. Netscape, a startup with just a few months of operating history, defined the market for those browsers in 1994, then dominated it for several years thereafter. But by the late 1990s, the lumbering incumbent Microsoft had stolen Netscape’s lead by leveraging distribution and pricing advantages inherent to its massive Windows monopoly.

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Target Has an OpenAI App. Is That Good News?

Hey there, it’s been a minute. I got in a nice posting rhythm earlier in the year, but preparations for DOC (which was amazing, but exhausting) and life in general got in the way for most of the late Summer / early Fall. That’s starting to change, thank goodness.

If you’re a regular reader you know I’ve been somewhat obsessed with how AI will impact society and business – kind of like I was obsessed with how Search would impact society and business over the past two decades. An item about Target and OpenAI caught my attention this morning, news that, in more normal times, I’d have already written about in detail. Here’s the TLDR:

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Wired’s Backbone Stiffens

Wired’s current issue

We didn’t have much money when we launched Wired back in January of 1993, but we needed to get the word out somehow. We couldn’t spend our way into brand recognition, so we orchestrated a guerilla campaign: The week Wired hit newsstands, day-glo posters with just two words were plastered on construction sites, vacant wall space, and buses all over San Francisco, New York, and a few other tech-heavy cities. “GET WIRED!” the ads  proclaimed. Never mind that no one knew what Wired was. The point was to get people’s attention, and judging from the newsstand sales, it worked.

(If you want part of the history of that period, read my piece “Get Wired,” which I published earlier this year.)

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Will AI Replace Doctors?

DOC 2025 Debaters: Reid Hoffman, Eric Verdin, Anitha Kannan, and Mike Krieger

At the inaugural DOC gathering last year, famed Valley VC Vinod Khosla made a bold prediction: AI will soon make medical care “essential free,” while at the same time enabling human doctors to scale their knowledge and caregiving five to ten fold. Bill Gates has made similar claims – and gone even further, saying that AI will “replace many doctors” with 10 years.

As we all contemplate a future of “AI everywhere,” perhaps no question is more polarizing than this: Will AI make human work obsolete? And if so, what happens to all of us? It’s the defining question of Mustafa Suleyman’s 2023 book “The Coming Wave,” in which Suleyman, the CEO of Microsoft AI, argues that AI will have “hugely destabilizing” impact on the workforce. “Godfather of AI” Geoffrey Hinton strikes a darker tone, warning “What’s actually going to happen is rich people are going to use AI to replace workers. It’s going to create massive unemployment and a huge rise in profits. It will make a few people much richer and most people poorer.”

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