The Reasoning Show

The 2026 AI Draft

Massive Studios

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0:00 | 43:59

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

  1. Google
  2. Major AI-centric IPO in 2026 ($1T valuation)
  3. Amazon (cloud)
  4. Company has more Agents that Employees
  5. TSMC (hardware)
  6. AMD (hardware)
  7. Family asks about AI at the holidays
  8. Data center issue causes a significant change to human existence

Brandon’s Picks

  1. Anthropic
  2. NVIDIA
  3. Broadcom
  4. OpenAI (frontier model)
  5. AI Consumption-based pricing (end of subsidies)
  6. AI Energy Demand
  7. The end of “vibe-coding”
  8. Sam Altman out at CEO of OpenAI

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