Big Technology Podcast 2025 In Review, 2026 Predictions — With Reed Albergotti
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Dec 24, 2025 
Reed Albergotti, the technology editor at Semafor, dives into a whirlwind of tech predictions for 2026. He discusses Meta's bold superintelligence strategy and Google's Gemini initiative, while analyzing the risks tied to their productization efforts. The conversation also covers Tesla’s impending self-driving breakthrough and NVIDIA's market potential amid commoditization. Moreover, Reed explores the romantic connections people are forming with AI companions, raising intriguing privacy concerns. Get ready for a captivating glimpse into the future of technology!
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Year Of Scale To Product Focus
- 2025 was a year of scale where companies poured resources into AI infrastructure and models.
- Reed says 2026 will shift from novelty to product-focused competition rather than pure model improvements.
Products, Not New Models, Will Drive Consumers
- Novelty around AI will wear off and consumer attention will move to concrete products.
- Reed predicts enterprise may differ, but consumer-facing offerings will define winners in 2026.
Meta's Superintelligence Gamble Under Strain
- Meta's superintelligence lab faces internal friction and product delivery pressure in 2026.
- Reed expects continued chaos as Meta struggles to translate models into popular products.