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Looking ahead to next year's tech ecosystem, three major changes worth paying attention to are emerging.
**AI is no longer just assisting; it's starting to earn wages**
Companies' investments in AI agents will surpass their human labor expenses for the first time. The logic is straightforward—why does consumers pay a higher premium for Waymo autonomous driving than Uber? Because it's more convenient. Similarly, companies will spend more on AI agents because they eliminate the hassle of hiring, training, and managing staff.
The growth rate of AI task durations is astonishing. It doubles every 7 months. By the end of 2026, these AI agents will be able to autonomously execute workflows for over 8 hours continuously. Imagine how project configurations will change—no longer "I need to hire someone to oversee this task," but "I can just use an AI agent."
Another deeper change is that the design logic of the internet will be reversed. Previously, websites were designed for humans; now, they must prioritize AI agents first. Because in the future, the majority of business searches, product comparisons, and procurement decisions will be dominated by robots. Website optimization's top priority will shift from "user experience" to "machine friendliness."
**Vector databases are about to have a second spring**
With the proliferation of multimodal models and world models, vector databases will become the hub connecting large models and enterprise data. This is not just a technical upgrade; more importantly, the revenue of these products will explode. From an infrastructure perspective, this could be the most strategic area to stake a claim.
**The capital market will usher in an IPO boom**
2026 will be the craziest year for tech IPOs. Top companies like SpaceX, OpenAI, Anthropic, Stripe, and Databricks are expected to go public collectively. The funding scale of SpaceX and OpenAI may rewrite historical records.
The convergence of these three dimensions signifies a reshuffling of the entire industry. This is not a minor adjustment but a major shift in the big picture.