06 Jan 2026
27m

Business world predictions for 2026

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Masters of Scale

Bob Safian discusses his predictions for 2026 with Alex Morris, focusing on potential shifts in technology, economics, and societal trends. He anticipates a stall in tech stocks due to unmet AI value expectations and suggests AI may be used as a justification for layoffs. Safian also forecasts a crisis level in cyber hacks, driven by increased accessibility to AI tools for malicious actors. Countering prevailing narratives, he expresses hope for rising US immigration numbers and believes nuclear power, particularly fusion technology, will emerge as a key solution for climate change. Despite skepticism, Safian optimistically views the USA-hosted World Cup as an opportunity to reinforce the nation's global brand.

Outlines

Part 1: Introduction, Tools, and Context

Part 2: AI Impact, Tech Stocks, and Labor

Part 3: Cybersecurity and Energy Trends

Part 4: Policy, Science, and Global Standing

Part 5: Future Outlook and Climate Solutions

Part 6: Leadership, Ethics, and Conclusion

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