Enormous AI capacity unlocked by 2026, combined with investor pressure for returns, is stimulating a rapid escalation in AI products that could spawn an AI ‘super app’ ecosystem that supplants the world of search and links
There is no turning back: Google is transforming search and YouTube while OpenAI and Perplexity launch AI browsers to capture user attention. OpenAI’s ChatGPT agent moves it further from Microsoft, who is yet to finalise their long-term relationship
Meta may pivot to a closed AI model without an ‘anchor tenant’—feeding Mark Zuckerberg’s ambition to revolutionise advertising. Meta is positioning new AI supercharged hardware in the consumer space designed to eclipse the smartphone