After spending the last few weeks listening to Q3 earnings calls and product launches from the Magnificent 7 and their orbit, I think it’s safe to say: We’re approaching a fundamental shift where AI doesn’t just scale operations—it enables radical personalization at scale. And this tension between “more” and “customized” will reshape how we communicate, campaign, and connect. Hi, are you new to Anchor Change? I’m Katie Harbath. Most people listen for the numbers. I listen for where product and policy are heading. And today’s piece is a good example of the kinds of work I share in my newsletter every week. Subscribe today to get this kind of analysis right in your inbox. After listening to Salesforce’s Mark Benioff talk about the future of customer service and Google’s Sundar Pichai mention how browsing will change, here are six things that stood out to me—and what they mean for anyone navigating tech, politics, or the messy space between. 1. Moving From Pages You Browse to Agents You Brief Salesforce calls it “the end of the do-not-reply era.” Google is reimagining search and Chrome as agentic interfaces. By next year, your customer won’t scroll through your website—they’ll ask a question, and an AI will answer on your behalf. What that means for you: If your content isn’t structured for agents—clear product data, authenticated actions, safety guardrails—you’re invisible in that conversation. Start designing for a “briefed” world now. 2. The Democratization of Software Development Nearly every company referenced how AI collapses the barrier between “having an idea” and “shipping something.” Andreessen Horowitz drew parallels to early YouTube: suddenly, anyone could create and distribute content without a studio. Now, anyone can build software without hiring developers. The catch: When everyone can create at scale, advantage shifts to orchestration—how seamlessly you connect identity, data, channels, and fulfillment. The magic isn’t in making things; it’s in making things work together reliably. 3. Scale AND Personalization (Not Scale OR Personalization) After listening to these calls, this is the juxtaposition that intrigues me most. AI is enabling companies to reach a wider audience while simultaneously tailoring every interaction. * YouTube/Google is helping creators make episodic content shoppable—shortening the journey from “I’m interested” to “I bought it.” * Meta is optimizing ad delivery end-to-end, so advertisers just state their objective and the AI handles the rest. * Netflix’s K-pop demon hunters became a surprise hit, showing studios need to move faster on merchandising cultural moments. For campaigns and advocacy: 2026 and 2028 will be the first elections where agentic stacks let you contact, persuade, and service constituents at unprecedented scale—but in messages that feel like they were written for each person. The transparency challenge here is huge. 4. The Human Layer Isn’t Going Away—It’s Expanding While it’s popular to say that ”AI replaces people,” leaders kept describing AI as expanding what humans can handle: * Salesforce and Meta both argued you can finally answer every customer service inquiry—which means hiring more humans alongside automation, not fewer. * Sales changes too: AI lets your team pitch to more prospects and close faster. Same humans, exponentially more reach. The advantage isn’t zero-human; it’s right-human. To me, this means you put your best people where judgment, nuance, and relationships truly matter. Use agents to amplify their impact. 5. Three Infrastructure Realities Shaping Strategy Across every call and launch, no one could escape these these three elements that are impacting their next steps: * No One Has Enough Compute. Capacity planning is now a C-suite conversation. Every roadmap is gated by compute availability. * Energy Is Policy. OpenAI’s framing was direct: building AI infrastructure requires a surge in skilled trades and electricity. “Unlocking electrons” is both an economic opportunity and a bottleneck—one that regulators will shape. * DC Proximity Is Now an Advantage. The industry that once prized distance from Washington is planting offices there. NVIDIA staged events in DC. Anthropic is opening an office. Policy fluency isn’t optional anymore. Your move: Lock long-lead capacity early. Build relationships with policymakers before you need them. Align your safety and transparency practices with where regulation is heading, not where it is today. 6. Platform Competition: The Creator Scramble Is Back * Substack is scaling fast, which means more content and harder discovery—echoing the early-2010s battle for creator loyalty that Facebook, Twitter and YouTube went through. * Meta frames a “third era” of social: friends (Era 1), creators (Era 2), and now a third era where AI-remixes change what gets made and how it spreads. * Google is pushing analytics and monetization tools to keep creators inside YouTube’s ecosystem. What’s happening: Platforms are competing for catalogs, not just users. More content means more moderation complexity. Global scale will stress those choices in ways we haven’t seen yet. What This Means for Leaders in 2026 * Design for agents, not just browsers. Your information architecture needs to answer questions, not just display pages. * Personalization is becoming table stakes. People will expect customized experiences. On the flip side, you’ll need radical transparency about what you’re saying to whom and how you’ll be held accountable. * Invest where trust is created. The competitive edge isn’t automation—it’s knowing where to put your humans so they create relationships that matter. * Policy and capacity are product decisions now. You can’t build a roadmap without thinking about compute, energy, and regulatory alignment. The Bigger Question We’re very close to witnessing a fundamental shift in how we interact with browsers, brands, and one another. Personalization at this level will change how we present information, the companies we work with to deliver it, and the necessary level of transparency about what we’re doing. The companies getting this right won’t be the ones who scale fastest or personalize best—they’ll be the ones who figure out how to do both while earning trust along the way. What trend catches your eye the most and why? Tell me in the comments. Go Deeper If you want to watch these events or read things yourself, here’s all that I looked at: * Anthropic: Axios AI Keynote * Google: Q3 Earnings, New TV Features on YouTube and Alex Heath scoop on YouTube AI Re-Org and Layoffs * Meta: Q3 Earnings * Microsoft: Fiscal Year 2026 Q1 Earnings * Netflix: Q3 Earnings * NVIDIA: GTC Keynote * OpenAI: Dev Day Sam Altman Keynote * Salesforce: Dreamforce Investor and Analyst Session, Marketing Force and Conversation with David Sacks * Substack: Anchor Change with Katie Harbath is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Get full access to Anchor Change with Katie Harbath at anchorchange.substack.com/subscribe
