Keen On America That Was The Year in Tech: When Nothing Happened (except Everything, Everywhere, All at Once)
Dec 28, 2025
Keith Teare, a tech entrepreneur and publisher known for his insights on Silicon Valley, discusses the paradox of 2025 as a year where nothing and yet everything happened. He highlights the fading skepticism around LLMs and argues that AI has become as essential as electricity. They predict significant shifts in tech as regulations adapt and funding consolidates among major players. Teare foresees AI transforming customer support, while education must evolve to integrate this technology. The conversation wraps up with thoughts on future developments in AI and tech leadership.
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Data Centers May Move To Space
- Expect heavy infrastructure spending and completed builds in 2026, including space data-center experiments.
- Teare predicts launches of satellites functioning as data centers to access abundant solar power.
Expect A Mini Financial Jolt, Not A Crash
- Teare predicts a 'mini layman' financial hit rather than a systemic bubble burst in 2026.
- He expects isolated losses from bad debt bets but not a broad market collapse.
AI Growth Will Expose An Energy Crunch
- An AI energy crunch will surface as demand for compute outpaces available power in some regions.
- Teare warns China may avoid this constraint through massive renewable build-out and novel chips.