Everyday AI Podcast – An AI and ChatGPT Podcast Ep 712: AI Agent Crash, Software Collapses and Non-Human Economies. 2026 AI Predictions and Roadmap Series: Vol 1 of 2
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Feb 12, 2026 Big 2026 predictions about AI agents, including a predicted national crash from an autonomous agent mishap. Forecasts on university-lab data deals and how VCs will shift into venture studios. Warnings about shadow AI causing a Fortune 500 breach and the rise of internal agent-to-agent marketplaces. A push toward messaging as the primary agent interface and mandates for agent audit logs.
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Google: Short-Term Wins, Long-Term Play
- Google will dominate short-term benchmarks while quietly building long-term embodied AI advantages via YouTube and robotics.
- Jordan says YouTube's video scale and Google's world models give it unique long-game assets.
Agent-To-Agent Internal Economies
- Enterprises will run internal agent marketplaces where agents delegate and pay other agents for specialized tasks.
- Jordan predicts agents will hold budgets, negotiate and buy outputs from other agents inside firms.
Software Stocks Face Agent Disruption
- Legacy software and software ETFs face a drawdown as agents bypass expensive UIs and reduce the need for traditional apps.
- Jordan warns winners will be companies owning data and distribution, while UI-only vendors get disrupted.