The article presents two contrasting frameworks for understanding the future of AI in 2026: "Everything Is TV" and "Nothing Is TV." The first framework highlights how platforms like Facebook and Instagram have shifted from social networking to video consumption, with a staggering 90% of Instagram activity now centered around videos. This trend reflects a broader movement where traditional media formats blur into one another. Podcasts, once audio-only, are increasingly video-based, with YouTube dominating podcast consumption. The author predicts that consumer AI will mirror this transformation, leading to new forms of media that resemble television, including generative series and participatory content where users shape narratives. The "Nothing Is TV" framework flips the narrative, focusing on the dramatic decrease in TV prices compared to rising costs in sectors like healthcare and housing. The author argues that AI can help replicate this model of affordability by automating and streamlining processes in various industries. This perspective suggests that AI could significantly reduce expenses and improve access to essential services, aligning with the concept of "services-as-software." The article also references The Jevons Paradox, which posits that increased efficiency can lead to greater demand, indicating that while AI may drive costs down, it could also spur higher consumption across sectors.