The Times Tech Podcast Tech in 2026 – AI winners, losers and what happens next
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Jan 9, 2026 Hannah Seal, a venture capitalist at Index Ventures with a knack for spotting tech gems, and Jon Callaghan, a seasoned AI investor at True Ventures, dive deep into the future of technology. They discuss whether we're in an AI bubble or boom and what sectors like healthcare and robotics might emerge. Hannah emphasizes the need for adaptable founders, while Jon highlights AI's potential in drug discovery. Both guests share insights on job displacement, the UK’s infrastructure challenges, and the balancing act of innovation with human connection.
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Winners And Losers In The AI Gold Rush
- AI funding levels feel unprecedented but often match the scale of the market opportunity across industries.
- Hannah Seal says winners will emerge while lower-value or commoditised offerings will struggle this year.
Demand Clear ROI For AI Spending
- Scrutinise AI budgets for clear ROI rather than funding experiments indefinitely.
- Hannah Seal predicts enterprises will cut providers that don't prove tangible value.
New Sectors Opened By AI
- AI has expanded venture opportunities into sectors previously avoided by VCs like robotics and healthcare.
- Hannah Seal notes founders must stay adaptable because the technology and models evolve daily.