For 2026, I am really interested in seeing whether local models can remain where they are: ~1 year behind the state of the art, to the point where a reasonably quantized November 2026 local model running on a consumer GPU actually performs like Opus 4.5.

I am betting that the days of these AI companies losing money on inference are numbered, and we're going to be much more dependent on local capabilities sooner rather than later. I predict that the equivalent of Claude Max 20x will cost $2000/mo in March of 2027.