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Equity Previews 2026: AI, IPOs, and VC Shifts

AI Tech Predictions VC Funding Startups Artificial Intelligence IPO TechCrunch Equity Podcast
December 26, 2025
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Strategic Foresight
Media Hype 7/10
Real Impact 8/10

Article Summary

TechCrunch’s Equity podcast anticipates key developments for 2026, focusing on the evolving role of AI. The podcast highlights a potential resurgence of AI agents, despite 2025’s underperformance, anticipating a shift towards ‘world models’ in AI. It also predicts a pushback from Hollywood against AI-generated content and a significant liquidity crisis facing Venture Capital firms. Key predictions include the possibility of OpenAI and Anthropic going public, a return to simpler tech like dumb phones, and the widespread adoption of the term ‘AI native.’ The discussion centers around alternative funding sources for startups and regulatory chaos surrounding AI policy, anticipating a role for Trump’s executive orders. The podcast underscores the importance of startup acceleration programs and highlights ongoing innovation within the startup ecosystem.

Key Points

  • AI agents are expected to become more viable in 2026, moving beyond the hype of 2025.
  • Hollywood is anticipated to resist AI-generated content, potentially leading to a battle between creative industries and AI.
  • The venture capital sector faces a significant liquidity crisis, necessitating alternative funding models.

Why It Matters

This news is critically important for investors, entrepreneurs, and tech professionals. The predictions offer a forward-looking perspective on the likely trajectory of AI development and its impact on industries like entertainment and finance. Understanding these shifts is crucial for strategic decision-making, investment allocation, and anticipating the competitive landscape. The focus on VC liquidity is especially relevant given the current economic climate.

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