Azeem Azhar

And what it feels like right now for me is I have maybe 50, maybe 100 people working for me in addition to my brilliant team.

Not metaphorically, but it's just in terms of actual velocity.

And what has really driven that has been the ability for these systems to write code.

really good code and become more and more reliable in the analysis they do.

Things that have sat at the bottom of my to-do list for months are now done.

They're done in an hour.

They're done for a few dollars.

And so what I wanted to do, it's been such a moment, maybe a realization or an epiphany about what that work style looks like just in the last few weeks that I want to

suggests that 2026 could be a year for everyone where the way in which you use AI is going to change.

It's going to be less about using tools and more about orchestrating your team of virtual workers alongside your real human colleagues.

And I think one way of thinking about this is about moving from the to-do list to the done list.

Now, I want to take you through six shifts.

These are anchored around three particular principles.

The first anchor is how we make things and why the act of building has fundamentally changed.

The second anchor is what does meaning look like?

Because when making gets much cheaper, we need to ask the question about what is still valuable.

And the third is, what are the foundations that all of this sits on, the energy and the money, and whether this entire edifice will hold together?

So we'll end that conversation, right?

The part of that third anchor is the question that I was asked the most in 2025.

When will the AI bubble burst?