Every year I make a list of predictions & score the previous year’s. You can find my 10 Predictions for 2026 here. 2025 was a good year : I scored 7.85 out of 10.
| Company | Sector | Market Cap, $b | vs Last Private Round |
|---|---|---|---|
| CoreWeave | AI Infrastructure | 40.5 | 2.1x |
| Circle | Stablecoin/Fintech | 20.3 | 2.2x |
| Figma | Design Software | 18.85 | 0.9x |
| Chime | Digital Banking | 11.6 | 0.5x |
| Hinge Health | Health Tech | 3.8 | 0.6x |
Score : 0.6.
Every year I make a list of predictions & score the previous year’s. You can find my 10 Predictions for 2026 here. 2025 was a good year : I scored 7.85 out of 10.
| Company | Sector | Market Cap, $b | vs Last Private Round |
|---|---|---|---|
| CoreWeave | AI Infrastructure | 40.5 | 2.1x |
| Circle | Stablecoin/Fintech | 20.3 | 2.2x |
| Figma | Design Software | 18.85 | 0.9x |
| Chime | Digital Banking | 11.6 | 0.5x |
| Hinge Health | Health Tech | 3.8 | 0.6x |
Score : 0.6.
Every year I make a list of predictions & score last year’s predictions. 2025 was a good year : I scored 7.85 out of 10. I will release the scoring tomorrow. For today, here are my predictions for 2026 :
This has already happened with consumers. Waymo rides cost 31% more than Uber on average, yet demand keeps growing. 1 Riders prefer the safety & reliability of autonomous vehicles. For rote business tasks, agents will command a similar premium as companies factor in onboarding, recruiting, training, & management costs.