{"id":213437,"date":"2025-12-31T16:58:08","date_gmt":"2025-12-31T16:58:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/213437\/"},"modified":"2025-12-31T16:58:08","modified_gmt":"2025-12-31T16:58:08","slug":"khosla-ventures-investors-top-5-trends-that-will-shape-tech-in-2026","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/213437\/","title":{"rendered":"Khosla Ventures Investor’s Top 5 Trends That Will Shape Tech in 2026"},"content":{"rendered":"

The year is 2026. Robots enter the home, while white-collar workers pour into the streets to protest artificial intelligence.<\/p>\n

That’s the near future, according to one venture capitalist who’s betting heavily on how AI reshapes daily life and work.<\/p>\n

Ethan Choi is a partner at Khosla Ventures, where he invests in companies he believes can define entire markets. His portfolio include the enterprise search giant Glean<\/a>; fintech Ramp, whose valuation jumped to $32 billion in a recent funding round; and ClickHouse, the fast-growing data startup taking aim at Snowflake. Before joining Khosla, Choi was a partner at Accel.<\/p>\n

We asked Choi how he expects the year ahead to unfold, which areas are ripe for investment, and which trend will lose steam. The interview has been edited for clarity.<\/p>\n

What’s one investment theme you’ll lean into in 2026?<\/p>\n

In 2026, we’ll see robotics experience its own GPT-3 moment. Not a mass consumer breakthrough like ChatGPT, but a foundational leap in capability.<\/p>\n

One of the leading robotics models will demonstrate human-level intelligence applied to the physical world, mastering complex spatial, temporal, and embodied tasks that mark the beginning of true general-purpose robotics.<\/p>\n

What’s something in your space that will lose steam?<\/p>\n

We will find out whether there is a real consumer behavioral change towards building vibe-coding apps and whether these apps have durable value or if enterprises can find durable use cases beyond prototyping.<\/p>\n

How do you expect the exit environment to evolve? Bonus points if you want to name who is going out to IPO first.<\/p>\n

Many folks are expecting a meaningful market correction<\/a> in 2026. If that’s the case, we’ll continue to see more M&A than IPOs but I still believe the strongest companies can go out in any environment.<\/p>\n

Grayscale, a crypto asset manager, will go out first.<\/p>\n

Other candidates will be Ethos and Klook.<\/p>\n

How do you see the balance of power shifting between large platforms and startups, or between founders and investors?<\/p>\n

We are seeing even more egregious valuations and behavior from founders and investors relative to zero interest-rate policy times, and I have a hard time seeing how we can sustain these kinds of private valuations without commensurate explosive revenue materializing.<\/p>\n

How will company building change in 2026?<\/p>\n

We’re seeing that the motions of building teams are evolving significantly towards a more efficient and AI-powered future.<\/p>\n

On the product and engineering side, we are seeing the role of the product manager being challenged with the engineering org taking on more responsibility of understanding end-customer needs and driving product roadmap, with the help of AI that can synthesize vast quantities of customer feedback.<\/p>\n

On the go-to-market side, we are seeing leaner sales functions with the ability to use AI to help with targeting, outreach, and customer engagement.<\/p>\n

Give us your most out-there, contrarian prediction.<\/p>\n

We’ll have the first of dramatic anti-AI protests in certain countries with white-collar workers, not blue-collar workers, demanding job security in the face of AI disruption.<\/p>\n","protected":false},"excerpt":{"rendered":"The year is 2026. Robots enter the home, while white-collar workers pour into the streets to protest artificial…\n","protected":false},"author":2,"featured_media":213438,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,85,46,125],"class_list":{"0":"post-213437","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-il","12":"tag-israel","13":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/213437","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=213437"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/213437\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/213438"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=213437"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=213437"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=213437"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}