Elevate with Robert Glazer Weekend Conversations: What Stories Will Define 2026?
Jan 3, 2026
Dive into the chaotic business landscape of 2025 and explore predictions for 2026. Discover who might win the AI arms race and the implications of the rapid tech buildout. The discussion covers the intriguing impact of phone bans in schools and potential educational benefits. Media decentralization is also on the table, highlighting the shift towards creator-driven platforms. Predictions on the future of Nvidia and the evolving sports advertising landscape wrap up this insightful conversation.
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Episode notes
Black Swan Normalization
- 2025 felt like a year of frequent “black swan” events that normalized chaos for businesses.
- That uncertainty makes long-term investments and confident planning much harder for leaders.
Outcomes, Not Inputs, Will Decide AI Winners
- The AI build-out shows classic boom behavior: overinvestment in capacity before outcomes appear.
- Winners will be judged by tangible business outcomes, not by who spent the most on infrastructure.
Data Centers Risk Becoming Stranded Assets
- Tech infrastructure can rapidly depreciate if chips or architectures change within years.
- Overbuilding now risks stranded assets if future models need different hardware.