AI opportunities worth betting on in 2026: regional compute, agent devtools, management automation

NirantK · x · 2026-10-27

NirantK lists the AI startup bets he'd make in 2026: regional compute in India/EU (Modal's playbook plus data-residency compliance moats), agent devtools that make quality instantly visible (harness + sandbox, not evals-as-a-service — with the risk that Cloudflare bundles it within 18 months), and 10x management automation via SaaS systems of record plus phone/WhatsApp escalations. He also flags bets that are probably too early, like scenario and assessment layers for agents.

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