Physical Constraints: Energy and Infrastructure

Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing why Google may overtake OpenAI in 2026 and how the AI boom could get a reality check this year. Join Senior Director of Podcasts and host Marcus Johnson, along with Principal Analyst Nate Elliott and Analyst Jacob Bourne. Listen everywhere, and watch on YouTube and Spotify.

The reports mentioned: 

Tech Trends to Watch in 2026

AI Trends to Watch in 2026

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For a transcript of this episode click here:
https://www.emarketer.com/content/podcast-great-btn-bake-take-off-genai-trends-2026-google-overtakes-openai-behind-numbers

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