tech
December 29, 2025
VCs predict strong enterprise AI adoption next year — again
More than 20 venture capitalists share their thoughts on AI agents, enterprise AI budgets and more for 2026.
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TL;DR
- VCs predict 2026 will be the year enterprises meaningfully adopt AI, see value, and increase budgets.
- Enterprises are currently struggling to see significant return on AI investments.
- Defensible moats for AI startups are seen in workflow integration, proprietary data, and switching costs, not just model performance.
- Areas of interest for investment include AI in the physical world, voice AI, quantum computing momentum, and efficient datacenter technology.
- AI agents are expected to evolve towards more unified roles, enabling sophisticated human-agent collaboration.
- Companies that help enterprises put AI into production, solve workflow or security gaps created by GenAI, and offer mission-critical solutions are seeing strong growth and retention.
- Budget increases for AI are expected, but spending will concentrate on vendors demonstrating clear results.
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