LLM Ads, AI-generated Hits, and Anthropic Going Public: Our Predictions for 2026 with Jag Sharma, Jen Campbell and Jason Kapadia - E104
It’s prediction season once again, and the only certainty for the year ahead… is uncertainty.
Will Apple finally enter the foldable phone race? Could an AI-generated song hit 250m streams? Will LinkedIn FINALLY die the death that Jen’s been waiting on for so long?
Tune into the first predictions episode of Disconnected for 2026, and prepare yourself for the year’s biggest shocks before they come true…
This episode of Disconnected covers:
Big Tech & AI Futures: from foldable iPhones to whether Anthropic will go public
AI‑generated music hitting massive streaming numbers and AI‑created posts dominating social feeds
Monetising LLMs, and the HUGE ad revenue up for grabs this year
Predictions of large‑scale anti‑AI protests, energy and jobs anxiety, and regulatory pressure
Episode Highlights:
“The most iconic slab of glass and metal in the world is finally about to bend - I’m calling it, Apple will announce a foldable iPhone this year.” - 3:10 - Jag Sharma
“A song created entirely by AI will be the first to pass 100 million streams in 2026. Humans will complain about the tools, while actually they’re secretly using them.” - 8:35 - Jason Kapadia
“Everything is pointing towards the fact that ads are coming to LLMs. My prediction is that this year, ad revenue will surpass $5bn on LLMs.” - 14:30 - Jen Campbell
“The pressure valve is going to blow. One of these AI giants will file for an IPO… My specific prediction is that this year, 2026, Anthropic will announce their intentions for an IPO.” - 23:00 - Jag Sharma
“Every large company will want its own custom AI chip… the age of general‑purpose AI chips could be beginning to sunset.” - 43:40 - Jag Sharma
Links & references:
Jen Campbell:
https://www.linkedin.com/in/jennifer-m-campbell/
Jason Kapadia:
https://www.linkedin.com/in/jasonkapadia/
https://www.instagram.com/jasonkapadia/
Jag Sharma: