Big Technology Podcast 2025 In Review, 2026 Predictions — With Reed Albergotti
256 snips
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!
AI Snips
Chapters
Transcript
Episode notes
OpenAI Evolved Into A Product Company
- OpenAI shifted from research lab to consumer product company after ChatGPT's success.
- Reed says their priority is user engagement and cost control, not solely chasing AGI breakthroughs.
Balance Disruption With Existing Revenue
- Google must balance disrupting search with preserving its core ad revenue stream.
- Alex warns Google faces a tightrope between productizing AI and avoiding self-inflicted revenue loss.
Shopping Will Move Into Chatbots
- Amazon will likely partner with major AI firms to integrate shopping into chatbots.
- Reed notes Amazon already invests in Anthropic and could supply chips and infrastructure to OpenAI.