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2026 Tech Predictions: AI Layoffs, a $500B IPO, and the Death of SaaS as We Know It

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Dec 19, 2025
In a lively wrap-up, the hosts dive into bold predictions for 2026, including a projected $500B IPO for SpaceX and an anticipated Apple revival. They discuss the looming impact of AI on job losses, especially in journalism, while exploring the rise of games-first intellectual properties. Other hot topics include Amazon's rumored $10B investment in OpenAI, the potential obsolescence of traditional SaaS models, and the mainstream adoption of GLP-1 medications. The banter is sharp, fun, and filled with debates on tech trends shaping the future.
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INSIGHT

Analog Holiday Rituals Persist

  • Holiday card culture became playful and personal, with scratch-off family cards and physical gifts circulating among peers.
  • The hosts used physical notes and books as unique holiday gestures, showing analog touchpoints persist.
INSIGHT

Amazon Seller Base Shift

  • Chinese sellers grew to 57% of Amazon's global seller base, despite hopes for more domestic manufacturing.
  • Brit's prediction for reduced foreign brands on Amazon did not materialize in 2025.
ANECDOTE

Summer Cursor Sprint

  • Dave and others reported a summer "cursor sprint" where many built personal AI apps rapidly.
  • They used new tools to ship more personal software than in prior years, illustrating maker momentum.
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