Limitless Podcast AI in 2026: Predicting the Next Trends That Will Change The World
Jan 2, 2026
The hosts dive into future AI predictions for 2026, debating AGI breakthroughs and the intriguing possibility of GPU clusters launching in space. They argue over which company will snag the biggest IPO, SpaceX or OpenAI. Thereâs a discussion on potential job cuts due to AI, and predictions about China retaining its open-source lead. Expect insights into the most valuable robots, breakout hardware, and a forecast of AI entertainment trends. The conversation wraps up with future trends like the death of the text box and the rise of conversational interfaces.
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Disagreement Over What Counts As AGI
- Ajaz predicts a science-focused AGI breakthrough in 2026 that cures a major disease, equating that with AGI for science.
- Josh disagrees, defining AGI as vastly superior general intelligence including robotics, which he doesnât expect by 2026.
GPUs In Space As Proof Of Concept
- Both hosts take the over that >25 GPUs will be deployed in space in 2026, contingent on Starship success.
- They expect space clusters to be proof-of-concept but still inferior to Earth clusters in 2026.
Where To Long In 2026
- Ajaz recommends longing Amazon for its Tranium chips and AWS AI factories and GPUs broadly as a sector.
- Josh advises long positions in Tesla and picks-and-shovels infrastructure like NVIDIA, TSM, ASML for AI buildout.