Masters of Scale

Business world predictions for 2026

66 snips
Jan 6, 2026
In a forward-looking discussion, the host lays out intriguing predictions for 2026. Highlights include concerns over AI hype potentially stalling tech stocks, and how market pressures may lead to premature AI investments. Cybersecurity risks are set to escalate as AI lowers attack costs for hackers. Bob argues for a hopeful outlook on immigration policies that could attract talent and anticipates significant advancements in nuclear and fusion energy. The World Cup emerges as a prime opportunity for the U.S. to enhance its global brand.
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ADVICE

Use Predictions To Spark Debate

  • Make predictions to spark debate and test assumptions rather than to be 'right.'
  • Bob Safian advises using bold forecasts to provoke thinking and experimentation.
INSIGHT

AI Hype May Limit Tech Upside

  • Tech stocks may stall despite recent strong earnings because current valuations price in near-perfection.
  • Bob Safian warns end users aren't yet seeing broad AI-driven value to justify more upside.
ADVICE

Prioritize Revenue-Generating AI

  • Focus AI projects on generating new revenue or novel ideas, not just marginal cost savings.
  • Bob Safian suggests companies should pursue AI that creates distinct commercial value.
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