The Information's TITV The Information’s 2026 Predictions, PwC Leader on Media & Ecomm, ByteDance’s Victory | Dec 19, 2025
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Dec 19, 2025 
Jessica Lessin, Founder and CEO of The Information, shares bold predictions for 2026, including significant tech layoffs and the rise of Google Gemini in specialized AI applications. Dallas Dolen from PwC discusses the necessity of consolidation in streaming media and the emergence of agentic commerce driven by AI. Tether's plans for going public and a record-breaking second half for IPOs, led by SpaceX, are also highlighted. Plus, insights into how AI will reshape job descriptions and accountability in the workplace.
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Widespread Tech Layoffs Loom
- Jessica Lessin predicts major, cross‑company tech layoffs in 2026 driven by AI infra costs and efficiency gains.
- She expects layoffs to be broad across big caps rather than isolated to one firm.
Companies Will Outsource Foundation Models
- Lessin argues model momentum matters and many companies will choose third‑party models over building their own foundation models.
- She sees Google Gemini gaining enterprise adoption and shifting companies away from in‑house research races.
Prepare Prediction Markets For Regulation
- Expect prediction markets to face regulatory pushback in 2026 and plan for compliance changes.
- Firms should prepare for state scrutiny especially around sports betting and adapt business models accordingly.