"In Wolf's 2026 Technology and Media Outlook Report, which he will present at WSJ's Tech Live conference on Wednesday, the CEO outlines the rise of AI-powered search and spatial technology, including smart glasses, and how the segments can mature. His predictions touch on major players in AI, such as OpenAI and Anthropic, as well as companies with substantial investments in spatial hardware, including Apple and Meta."
"AI platforms saw a 1.5x boost in monthly users between 2024 and 2025, Activate found. 128 million people use generative AI monthly, according to the firm's research. Explaining concepts was the leading use case Activate found for generative AI. 26% of adults use both AI and traditional search platforms, Activate found. The firm predicts that 38 million more Americans will look to AI first for search queries by 2029."
AI-powered search adoption accelerated between 2024 and 2025, with platforms gaining 1.5x monthly users and 128 million people using generative AI monthly. Explaining concepts is the leading use case. Usage patterns added a new step—processing and planning—and 26% of adults use both AI and traditional search. Forecasts predict 38 million more Americans will prefer AI-first search by 2029. Licensing deals and third-party ecosystems, including the rise of GEO firms, shape the AI search landscape. Spatial computing, including smart glasses and VR, is primed for maturation supported by major investments from Apple, Meta, and other hardware players.
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