David Sachs

Then we saw models at Chain of Thought, and they could start to do deeper reasoning.

Then we saw coding assistance.

And I think over the past few months, there's been a real breakthrough.

If you talk to people, software developers, it really seems like there's been a major shift and just improvement in the quality of the coding assistance.

And I think where that's going next is tools for knowledge workers.

So the same types of assistants that have been outputting code can now output

any type of format.

So whether it's like Excel models, PowerPoints, websites, you name it, knowledge workers are now going to be able to generate all these different types of things the same way that software developers have been using AI to generate code.

I think that's one of the big things we're going to see in 2026 is

again, this productivity boom for knowledge workers.

So I think that's like one of the things you're seeing on the ground.

And then separately, there's a bunch of things happening in industry verticals.

So different industries being impacted by AI.

So in healthcare,

I think there's a tremendous opportunity to improve or to reduce sort of administrative bureaucracy, to improve this processing of paperwork that happens, also to use AI and medical and scientific research to help find new cures.

You're already seeing users tell all sorts of stories about diagnoses.

They've been able to put in their medical records into labs.

ChatGPT or other chat bots and get remarkable results.

They've been able to finally figure out what was wrong with them, and they've been able to take that to a doctor.

You have doctors using it too.