What happens in the 25% Bull Case?
In Crashtech's reading of the "Wires Connected" path, AI models achieve reliable multi-step agentic reasoning by late 2027, moving beyond buggy code generation to self-healing codebases. The productivity dip disappears, justifying Big Tech's estimated $1.65 trillion in off-balance-sheet infrastructure commitments.
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The Three Futures of the AI Boom: Bull, Bear, and the 60% Middle PathStifel gives 2026 a 25% bull case, a 15% bear case and a 60% constructive base case. What each path could mean for AI companies and developers.
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