Part two of the AI predictions series looks ahead to how competition, markets, and politics could shape AI in 2026, from the durability of coding model leaders and the future of Grok and Meta to Chinese open-weight models, agent labs versus model labs, M&A, IPO timing, and whether Alphabet becomes the world’s biggest company. The episode also digs into how public markets, private credit, data center politics, layoffs, and anti-AI sentiment could collide with macro forces and election dynamics to define the next phase of the AI era.
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