The Cloudcast

Cloud and AI Predictions for 2026

32 snips
Dec 31, 2025
Bold predictions for the 2026 Cloud and AI landscape take center stage. The discussion highlights OpenAI's revenue trajectory, potential leadership scrutiny, and expectations of at least one high-profile, albeit shaky, AI IPO. AI's influence is set to dominate the US elections, raising questions about job impacts and energy costs. The need for more efficient, smaller models tailored for enterprises is emphasized, alongside debates on alternative AI hardware that could change the economics of technology. Listener engagement intensifies with insights into future trends and challenges.
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INSIGHT

OpenAI's Focus Will Define Its Future

  • OpenAI's revenue mix and strategic focus will determine its future trajectory and market power.
  • Aaron and Brian expect scrutiny on whether OpenAI prioritizes growth areas like ads, partnerships, or hardware.
INSIGHT

Leadership Fit For Scale Will Be Questioned

  • Observers will question whether Sam Altman is the right long-term CEO as OpenAI scales and needs operational discipline.
  • Aaron and Brian note fundraising and storytelling strengths don't equal operating at large public-company scale.
ADVICE

Prepare For A Rocky Big AI IPO

  • Expect at least one major AI IPO in 2026 and plan for a rough debut due to heavy insider sell pressure.
  • Don’t assume IPO pop; prepare for volatility from early investors and unlocked employee shares.
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