2026 Predictions - by FD - Robonomics

kept by eddie dec 23, 25

2026 predictions for AI focus shifting to ROI, self-driving breakout, multimodal AI advances, SpaceX IPO, and agentic commerce disrupting incumbents.

PlusAI CEO David Liu, on the precipice of going public, talks autonomous trucking - Sherwood News
PlusAI CEO David Liu predicts autonomous trucking will cut costs by 10% per mile, as his company goes public via SPAC in February.
also on Aurora, #autonomous-vehicles, #business-strategy, #ai
S&P 500 rejects SpaceX, also blocking entry for OpenAI and Anthropic
S&P 500 rejects rule changes that would have fast-tracked SpaceX, OpenAI, and Anthropic into the index, maintaining standard eligibility criteria like profitability and a one-year seasoning period.
also on #investment, SpaceX, OpenAI, Anthropic, #ai
He Spent 15 Years Amassing SpaceX Shares. Now Comes the Windfall.
Justin Fishner-Wolfson, a long-time early SpaceX investor and minor Musk ally, now controls a multibillion-dollar payout from his stake.
also on #investment, SpaceX, #business-strategy
Robotaxis and Suburbia – Stratechery by Ben Thompson
Robotaxis and same-hour delivery will shrink the convenience gap between suburbs and cities, potentially ending the urbanist revival and challenging Uber's long-term model.
also on Waymo, #autonomous-vehicles, Tesla, #business-strategy
Waymo vs Tesla: Two Ways to Build Self-Driving Cars
Waymo uses lidar‑rich sensor fusion and structured world models for verifiable autonomy, while Tesla relies on camera‑only vision and learned representations with driver supervision.
also on Waymo, #autonomous-vehicles, Tesla, #ai