the silliest way to lose a lot of money in 2026 is to hold onto stupid priors for dear life
the second silliest is to make โsafeโ bets behind prestige vs. first principles evaluation of tech/business. if a company has fancy pedigree but is just losingโฆdonโt fight the tape
programmable money combined with the powers of artificial intelligence will create massive companies.
bigger than the scale of fintechs weโve seen globally thus far.
I expect @OpenAI will have to launch email, calendar and perhaps even buy something like @Dropbox to make their stack more context aware and sustainably ahead in retaining users.
memory & stored programme context could become the network effects of abundant inference.