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Project A, Earlybird, Antler & Co: This is what we expect from 2026

What do you think are relevant trends for 2026? Where does a lot of money go? Which areas, industries or developments do you particularly have in mind? Is there something that we all don’t really see yet?

We asked 20 VCs: What are the megatrends of 2026?

Project A, Cherry Ventures, Antler, HV Capital, 10x Founders and many more: We received many answers, detailed, well-founded, clever and different – but also very clear answers that came again and again. Clearly there are some mega-megatrends.

Spoiler? OK: Physical AI. agents. Space and Defense.

You can read here what exactly is going on in these segments, why investors are “bullish” here – and, above all, which other 20+ trends we have collected.

Jan Miczaika, General Partner at HV Capital

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