The Reasoning Show
The Reasoning Show - Reasoning through the AI Revolution
The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business.
Hosts: Aaron Delp and Brian Gracely
The Reasoning Show
Three AI Rooms to be a Fly on the Wall in 2026
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As we move into Q1 2026, Brian talks about 3 rooms where he'd like to be a fly on wall to see the blueprints of significant AI companies shaping the markets.
SHOW: 1002
SHOW TRANSCRIPT: The Cloudcast #1002 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
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A FLY ON THE WALL IN 3 ROOMS IN 2026
- Room1 - NVIDIA’s M&A Room (Chips, Software Stack, Hosting Services, Agentic Tools, etc.)
- Room 2 - Anthropic’s Agentic Vision
- Room 3 - TSMC’s 2028-2030 Planning
FEEDBACK?
- Email: show at the cloudcast dot net
- Bluesky: @cloudcastpod.bsky.social
- Twitter/X: @cloudcastpod
- Instagram: @cloudcastpod
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FEEDBACK?
- Email: show @ reasoning dot show
- Bluesky: @reasoningshow.bsky.social
- Twitter/X: @ReasoningShow
- Instagram: @reasoningshow
- TikTok: @reasoningshow
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