SUMMARY: Draft guru Brandon Whichard (Software Defined Talk) joins us for the inaugural AI Draft, where we predict the next year of AI winners, losers, trends, and headlines.
GUEST: Brandon Whichard, Software Defined Talk
SHOW: 1024
SHOW TRANSCRIPT: The Reasoning Show #1024 Transcript
SHOW VIDEO: https://youtu.be/BjT_HKhOcRE
SHOW SPONSORS:
SHOW NOTES:
Brian’s Picks
- Google
- Major AI-centric IPO in 2026 ($1T valuation)
- Amazon (cloud)
- Company has more Agents that Employees
- TSMC (hardware)
- AMD (hardware)
- Family asks about AI at the holidays
- Data center issue causes a significant change to human existence
Brandon’s Picks
- Anthropic
- NVIDIA
- Broadcom
- OpenAI (frontier model)
- AI Consumption-based pricing (end of subsidies)
- AI Energy Demand
- The end of “vibe-coding”
- Sam Altman out at CEO of OpenAI
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