No Priors: Artificial Intelligence | Technology | Startups

The 2026 AI Forecast: Foundation Models, IPOs, and Robotics with Sarah Guo and Elad Gil

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Dec 19, 2025
Experts reflect on the rapid AI adoption in traditional sectors like medicine and law, contrasting with the skepticism about an AI bubble. They predict breakthroughs in foundation models for complex scientific challenges by 2026. The debate heats up on whether startups can survive against incumbents in robotics and self-driving tech. With a forecast for a surge in AI IPOs and consumer product innovation, discussions turn to the implications of GLP-1 drugs on biohacking and the transformation of knowledge work through AI.
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Conservative Professions Embrace AI

  • Slow-adopting professions like doctors and lawyers are rapidly embracing AI for documentation and decision support.
  • This shift signals broad enterprise uptake beyond traditional tech-forward industries.
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Foundation Models Enter Physical Science

  • Foundation models will start producing concrete wins in physical sciences and materials next year.
  • Early one-off successes will be overhyped but mark a long-term trend toward scientific impact.
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Expect A Robotics Sentiment Reset

  • Expect robotics timelines to slip and investor sentiment to collapse when prototypes fail public expectations.
  • Prepare for a bifurcation where some investors double down while others pull back after early hiccups.
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