Jason M. Lemkin says AI becomes genuinely useful in 2026 when it joins teams instead of replacing workers. He calls 2024's Copilot rollout a ripoff, but credits OpenAI and Claude breakthroughs in 2025 for finally delivering value. Lovable, Replit, Gamma, and Vercel all saw major revenue growth after switching to these newer models.
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I think people miss, they're not doing it. And so they're missing when we cross the line when AI is part of your team. That's what's coming in 2026. We're missing this. The agent was the story of 2020. The Copilot was the 2024 story. It didn't work. It was a ripoff. Spend $30 more a month on Office. Didn't work at all. No one wanted the ripoff. It, you know, this year OpenAI and Claude finally actually got good. That's why Lovable, Replit, Gamma exploded. Gamma was founded in 2020. It had no revenue before this year. Replit was founded like in the 1800s. It had no revenue until this year. Vercel had no revenue until this year, right? And they exploded. That was this year was the AI works, right? Next year is AI as part of your team, not replacing folks or layoffs. It is literally embedded in your team. And I've, I, I talked about it, but now I see it. And that's where we should be investing. That's where we should be investing as VCs, as humans, as leaders. Is what happens when AI is good enough to be part of my team. Part of my team.