From Electricity to Artificial Intelligence
This timeline traces the complete arc of intelligent machines — from Michael Faraday's electric motor in 1821 to the AI agent economy of 2026. Every major milestone that led to the current AI era is represented, spanning electricity, computing hardware, software infrastructure, robotics, and artificial intelligence.
Each dot represents a milestone. Dot size reflects historical significance. Colours indicate category: AI & Machine Learning, Robotics, Chips & Hardware, Energy & Physics, Software & Internet, and Commercial Milestones.
Hover over any dot to see the event description. Brighter dots with a pointer cursor link to full encyclopedia entries — click to read the complete analysis. On mobile, scroll the vertical list to explore the full history.
The timeline begins in 1821 with Faraday's electric motor — the foundational enabling technology without which none of the subsequent computing, semiconductor, or AI revolutions would have been possible. Every modern data centre still runs on Faraday's principle. Reading left to right reveals the technological lineage: electricity unlocks computation, computation unlocks software, software unlocks intelligence. Click any linked event to read the full encyclopedia entry on that milestone and trace the chain of dependencies forward and backward through the Encyclopedia.
- 1821: Faraday Electric Motor
- 1837: Morse Telegraph
- 1876: Bell Telephone
- 1879: Edison Electric Light
- 1886: First AC Power Grid
- 1936: On Computable Numbers
- 1943: Colossus Codebreaker
- 1945: ENIAC First Computer
- 1947: Transistor Invented
- 1948: Claude Shannon Theory
- 1951: UNIVAC Computer
- 1956: Dartmouth Conference
- 1958: Integrated Circuit
- 1961: First Industrial Robot
- 1969: Unix Operating System
- 1969: ARPANET
- 1971: Intel 4004 Micro
- 1974: First AI Winter
- 1975: Altair 8800
- 1977: Apple II
- 1980: Expert Systems Era
- 1981: IBM PC
- 1982: TCP/IP Standard
- 1984: Macintosh GUI
- 1987: Second AI Winter
- 1991: World Wide Web
- 1991: Linux Kernel
- 1993: Mosaic Browser
- 1994: Shor's Quantum Algo
- 1994: Amazon Founded
- 1995: Netscape IPO
- 1997: Deep Blue v Kasparov
- 1998: Google Founded
- 1999: GPU Revolution Begins
- 2000: Honda ASIMO
- 2002: Roomba Consumer Robot
- 2004: Facebook Launches
- 2004: Google IPO
- 2005: DARPA Grand Challenge
- 2006: Nvidia CUDA Platform
- 2006: AWS Cloud Computing
- 2007: iPhone Launched
- 2009: Uber Founded
- 2011: D-Wave Annealer Ships
- 2012: AlexNet Deep Learning
- 2013: Boston Dynamics Atlas
- 2014: Amazon Warehouse Bots
- 2014: DeepMind Acquired
- 2015: OpenAI Founded
- 2016: AlphaGo v World Champ
- 2017: Google Transformer
- 2018: GPT-1 Released
- 2019: Sycamore Supremacy
- 2020: GPT-3 Released
- 2020: Waymo Robotaxis
- 2021: DALL-E Image Gen
- 2022: ChatGPT Launch
- 2023: Nvidia $1 Trillion
- 2023: GPT-4 Multimodal
- 2023: Qubotics Airport Bots
- 2023: Figure Humanoid Robot
- 2024: Google Willow Chip
- 2024: NIST Post-Quantum Std
- 2024: Tesla Optimus
- 2024: AI Agents Emerge
- 2024: AI Coding Mainstream
- 2024: Nvidia AI Dominance
- 2024: AI Investment Surge
- 2025: EU AI Act Enforcement
- 2025: DeepSeek V3.2
- 2025: Claude 4 Released
- 2025: AI Model Race Nov 25
- 2025: AI Outperforms Doctors
- 2025: Meta Llama Multimodal
- 2025: GPT-5 Released
- 2025: Humanoids at Mercedes
- 2025: MCP — The USB-C for AI
- 2025: MS Topological Qubits
- 2025: Digit Deployment
- 2025: AI Agent Protocols
- 2025: Stanford AI Index
- 2025: DeepSeek R1
- 2025: AI Coding Adoption
- 2025: Unitree R1 at $5900
- 2025: Figure 03 at BMW
- 2026: MCP 97M Installs
- 2026: NASA Mars Navigation
- 2026: Agentic AI Enterprise
- 2026: IBM Quantum Advantage
- 2027: First Humanoid Robot
- 2027: IBM 10k Qubits Target
- 2027: TSMC 2nm Production
- 2028: ITER First Plasma
- 2028: AI Agents in Workflow
- 2029: US Fed PQC Deadline
- 2030: Robotaxis Mainstream
- 2030: Fault-Tolerant Quantum
- 2030: AGI Capability
- 2033: Fault-Tolerant Quantum Computing Threshold
- 2033: IBM 100k Qubits Target
- 2035: Human-Level Robotics
- 2035: Quantum Drug Discovery
- 2035: Bitcoin Q-Day Window
- 2040: Quantum Market $850B
Key Takeaways
- ▸The arc of intelligent machines starts with Faraday's 1821 electric motor — every modern data centre still runs on that principle.
- ▸Electricity unlocks computation, computation unlocks software, software unlocks intelligence — each layer makes the next economically viable.
- ▸Six tracks are colour-coded: AI & Machine Learning, Robotics, Chips & Hardware, Energy & Physics, Software & Internet, and Commercial Milestones.
- ▸Dot size reflects historical significance; linked dots open the full Encyclopedia entry for that milestone.
- ▸The 2010s ignition (deep learning, GPUs, cloud, mobile data) compounds into the 2020s agent economy currently tracked on the Indicators page.
Frequently Asked Questions
Why does the timeline start in 1821?
1821 is the year Michael Faraday demonstrated the first electric motor — the foundational enabling technology without which none of the subsequent computing, semiconductor or AI revolutions would have been possible. Every modern data centre, GPU and robot still runs on Faraday's principle, so the chain of dependencies for intelligent machines begins there.
How are milestones selected and ranked?
Each milestone is included because it materially changed what came next — a new enabling capability, a step-change in cost or scale, or a commercial deployment that pulled the rest of the industry forward. Significance, encoded as dot size, reflects downstream impact: how many later milestones depended on this one to exist.
What do the colours mean?
Colour encodes category so you can trace lineages at a glance: AI & Machine Learning, Robotics, Chips & Hardware, Energy & Physics, Software & Internet, and Commercial Milestones. Reading left to right shows how breakthroughs in one track unlock progress in the next.
How do I read the linked events?
Brighter dots with a pointer cursor link to a full Encyclopedia entry on that milestone. Click through to read the long-form analysis, the chain of dependencies forward and backward, and the connections to current Indicators and Analysis briefings.
Where does the timeline end?
The visible end of the timeline is the present day — currently the AI agent economy of 2026. The Indicators page tracks the live readings that extend the timeline forward in real time, and the Analysis section interprets what new milestones mean for the broader investment thesis.
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