Receipt
Filed May 4, 2026
The short version
David Levy predicted on January 7, 2026: “If 2025 was the Year of the GPU Cloud IPO(s), then 2026 will be the Year of Agentic AI… agentic systems don't just generate more tokens; they generate orders of magnitude more inference events.” Verdict: Still evolving. Filed Jan 7, 2026 as Levy's headline 2026 call. Agentic adoption and inference-event growth are tracking…
Prediction by
David Levy
On January 7, 2026
“If 2025 was the Year of the GPU Cloud IPO(s), then 2026 will be the Year of Agentic AI… agentic systems don't just generate more tokens; they generate orders of magnitude more inference events.”
Follow-up
Filed Jan 7, 2026 as Levy's headline 2026 call. Agentic adoption and inference-event growth are tracking up but not yet at the "orders of magnitude" step-change he predicts. Re-grade by EOY 2026 against agent-platform deployment data and inference-spend disclosures.
Original source
From the Porch (Substack)Topics
From the High Caliber AI network — see the AI for PR module in the course.