Nate Elliott

Principal AI analyst based in New York, providing data-driven insights on consumer AI adoption, market share trends, and competitive dynamics among AI platforms.

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Jan 9, 2026 • 35min

The Great BTN Bake (Take) Off — GenAI Trends for 2026: Google Overtakes OpenAI and an AI Reality Check Looms Large | Behind the Numbers

Nate Elliott, a Principal AI analyst, and Jacob Bourne, a Senior Analyst specializing in AI and tech, dive deep into the future of artificial intelligence. They discuss why Google might surpass OpenAI by 2026, citing Google's extensive product reach and user base. Jacob warns of potential constraints on the AI boom, highlighting energy shortages and infrastructure issues. The pair also explore the implications of regulation and the financial fragility of smaller AI firms, making for a thought-provoking conversation on the industry's evolution.

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