Rise of the Artificial General Engineer
Generative AI is a superficial layer of what is yet to come.
June 23, 2026.
AI is at a very awkward stage in its development in 2026, for language based Generative AI models to become generally useful in society will require many things to go right in the years ahead. I’m not even talking about AI agents.
Inherent limitations in the technology to better understand the physical and human world will require a lot more funding in a convergence of emerging technologies we are now starting to see. This is positioning the 2030s and 2040s as the key decades to develop a real unified computing paradigm of a truly multi-spectrum AI. We need to remain focused on the big picture.
Generative AI
Physical AI
Unified computing (world models, Quantum, ambient computing, new architectures of AI)
Orbital Compute and a Space Economy
Scientific AI (superintelligence in biotechnology, chemistry, materials development, self-improving Labs)
In the mid 2020s we are seeing unparalleled circular financing and Government backing in the United States to make it seem like AI is the biggest transformational development in the history of technology. Trying to appoint national champions isn’t the way American capitalism is supposed to work.
The Trump administration has for instance this week signed Executive Orders in Quantum computing. Meanwhile everything from inference AI chip companies to humanoid robotics companies are getting significantly more funding (and earlier) along with an incredible level of M&A. During this process the U.S. Government is also picking the winners and even taking stakes in them. The U.S. government became a shareholder in SandboxAQ, the Google spin-off in Quantum I’ve been covering in my Quantum Newsletter, as part of a unique, venture-style research and development agreement.
As an emerging tech analyst I’ve been watching VC funding rounds, and the global races along these technologies closely, as well as the emergence of the Space economy. With SpaceX becoming a Neo Cloud, major IPOs are finding new ways to fund the future and build out moonshots.
From the perspective of 2026, Generative AI is a springboard to an acceleration of capital moving faster into deep and emerging technologies. With a new emphasis on what is sometimes called applied or embodied or Physical AI, that’s exactly what we are starting to see.
