Vertical AI Becomes Multiplayer

This Sunday long-read episode digs into a16z’s newly released Big Ideas for 2026, scoring the most interesting predictions across likelihood, real-world value, and pure X-factor. From taming multimodal data chaos and agent-native infrastructure to voice agents, multiplayer vertical AI, AI-native universities, and the industrial renaissance powered by software and automation, the episode separates what feels inevitable from what feels premature—and what’s just plain cool. The result is a highly subjective, intentionally unscientific power ranking designed to spark end-of-year reflection and a few joyful holiday arguments about where AI is actually headed next.

Read the Big Ideas: https://a16z.com/newsletter/big-ideas-2026-part-1/

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