Jason M. Lemkin says AI has gotten genuinely useful since 2020 and 2026 will be the year it becomes part of your actual team, embedded in workflows instead of a separate tool. Revenue is surging at developer platforms like Replit and Vercel, proving AI works now. The money should go to integration, not replacement.
Chapters
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 rip off. Spend $30 more a month on office didn't like no one wanted the rip off it. You know this year OpenAI and and Claude finally actually got good. That's why lovable Repl it Gamma explode these 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 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.