Bill Gates, co-founder of Microsoft: “We overestimate what AI will do in two years and underestimate what it will do in ten”

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Published On: June 11, 2026 at 8:59 AM
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Bill Gates, co-founder of Microsoft, discusses the future of artificial intelligence and its long-term impact.

When a technology promises to change health care, schools, farms, and office work, it is easy to lose the plot. Bill Gates is trying to pull the AI debate back to a slower but more serious clock.

The Microsoft co-founder’s message is not that artificial intelligence is overblown. It is almost the opposite. Gates argues that society may be expecting too much from AI in the next couple of years, while still failing to grasp how deeply it could reshape the next decade.

A warning from the personal computer era

Gates has often returned to a familiar idea from his earlier technology writing, saying people tend to overestimate short-term change and underestimate long-term change. That line matters now because AI is moving through the same fog that once surrounded personal computers, the internet, and smartphones.

Big promises create big impatience. People want the miracle tutor, the instant doctor, the robot worker, and the perfect office assistant right away. But in practical terms, Gates is saying the real story may be less dramatic this year and much more dramatic by the middle of the 2030s.

Optimism with footnotes

In his 2026 annual letter, Gates writes that he remains optimistic because of innovation accelerated by AI. But he also says his optimism now comes with “footnotes,” especially around inequality, climate change, health care, education, and work.

That wording is important. It is not the language of a tech salesman promising frictionless progress. It sounds more like a warning label on a powerful tool. Useful, yes. But only if people build guardrails before the tool is everywhere.

AI could help farmers first

For an environmental news site, the most important part of Gates’ message may not be about office jobs at all. It may be about climate adaptation, especially for farmers who are already dealing with extreme heat, shifting rainfall, crop disease, and unstable prices.

Gates writes that AI could soon give farmers in poor countries better advice about weather, prices, crop diseases, and soil than even the richest farmers get today. His foundation has also committed $1.4 billion to support farmers facing extreme weather. That is a real-world use case, not science fiction.

Climate progress still needs scale

Gates also points to a harder truth about climate change. Market forces alone, he argues, do not properly reward the creation of technologies that cut emissions, especially without a large global carbon tax. That means governments still have to help clean technologies reach scale.

The world has made progress, according to Gates, cutting projected emissions by more than 40 percent over the last decade. But the toughest sectors remain stubborn, including industrial emissions and aviation. Anyone who has watched the electric bill rise during that sticky summer heat we all know can understand why cheaper clean technology matters.

The job market is the pressure point

The most immediate fight may happen at work. Gates writes that AI will allow society to produce far more goods and services with less labor, which sounds efficient until you ask who benefits and who gets pushed aside.

He says software developers are already at least twice as efficient with AI, making coding cheaper and starting to disrupt demand in that field. Warehouse work and phone support are not quite at that same point yet, he adds, but he expects the disruption to grow over the next five years.

A shorter workweek or a wider gap

There is a hopeful version of this story. If AI raises productivity enough, society could choose to reduce the workweek or shift people toward tasks where human judgment, care, and trust still matter most.

But there is a rougher version, too. Without smart policy, the gains could concentrate in a few companies and professions, while many workers face lower bargaining power. At the end of the day, the question is not only what AI can do. It is who gets the benefit.

Health care and schools could change

Gates sees health care as one of the clearest places where AI could help. He writes that always-available, high-quality medical advice could improve medicine, especially in countries without enough doctors and nurses.

Still, he adds a note of caution. Developers need to improve reliability, and doctors and nurses must be able to check and override AI systems. That small detail matters because no one wants a black-box answer when a family member is sick.

The risk Gates fears most

The darker footnote is security. Gates warns that one of the major risks of the next decade is the use of AI by bad actors, especially the possibility that a non-government group could use open-source AI tools to design a bioterrorism weapon.

That concern echoes a warning he made in 2015, when he said the world was not ready for a pandemic. Years later, Covid-19 made that kind of preparation feel far less abstract. The lesson is uncomfortable but simple. Waiting until a crisis arrives is usually the most expensive plan.

YouTube: @TED.

The next decade starts now

Gates’ view of AI is not calm because the technology is small. It is calm because the timeline is longer than the hype cycle. Missed deadlines do not mean the technology has stalled, and quick breakthroughs do not mean society is ready.

That is why 2026 matters. Gates says the world should use this year to prepare for job disruption, safety risks, and the public choices needed to spread AI’s gains more fairly. The trouble is, the clock is moving faster than politics.

To sum it all up, Gates is asking governments, companies, and ordinary people to look past the next flashy demo. AI may not transform everything tomorrow morning. But over ten years, it could change farming, medicine, education, climate adaptation, and the meaning of work itself.

The annual letter was published on Gates Notes.


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Adrian Villellas

Adrián Villellas is a computer engineer and entrepreneur in digital marketing and ad tech. He has led projects in analytics, sustainable advertising, and new audience solutions. He also collaborates on scientific initiatives related to astronomy and space observation. He publishes in science, technology, and environmental media, where he brings complex topics and innovative advances to a wide audience.

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