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: ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this! Nasuni - Activate your data for AI and request a demo 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 FEEDBACK? Email: show @ the enterprise ai show dot come Bluesky: @TheEntAIShow.bsky.social Twitter/X: @TheEntAIShow Instagram: @TheEntAIShow

The 2026 AI Draft

The Enterprise AI Show

# Full Transcript

**Podcast:** The Reasoning Show

## Participants

- **Host** (None)
- **Brandon Wichert** (Software Defined Talk)
- **Brandon Whichard** (Software Defined Talk)

## Transcript

[SPEAKER_02] AI happens pretty fast. If you don't stop and look around once in a while, it might just pass you by.

[SPEAKER_01] So Draft, we're going to kind of do some, put our future looking hats on. We're going to kind of look into the future, put our crystal ball on. And Brandon and I are going to look at in draft format what we think the next year is going to look like in terms of AI. And so we're going to go pick some topics, pick some companies, pick some trends and maybe some craziness that we think is going to happen in the AI space over the next year. And we're going to do that right after the break.

[SPEAKER_01] Today's show is sponsored by ShareGate. You're out of time. Copilot needs to be deployed ASAP, but your tenant really isn't ready for it. Years of data, permissions, and users lurk in its shadows, ready to be exposed by AI. ShareGate Protect sees it all so you can find the exposure risks, fix them fast and deploy AI with confidence. Microsoft 365 Governance, they've got this.

[SPEAKER_01] Learn more at ShareGate.com slash protect. Today's show is sponsored by Nasuni. There's a growing gap in AI right now between what's possible in theory and what successfully works at scale inside an enterprise. The difference comes down to unstructured file data. Many AI initiatives struggle because the file data they depend on is scattered, unstructured, and disconnected from where and how work actually happens. Nasuni changes that. It brings your unstructured file data into a single secure

[SPEAKER_01] foundation so AI, both generative and agentic, can access it with the context, governance, and performance it needs in production. Bring AI to where your unstructured data lives. See what it takes to activate your data for AI and request a demo at nasuni.com slash AI. And we're back. And today we're going to do something that, you know, we try and keep the show fairly focused, fairly, you know, educational and so forth. Today's just going to kind of be a

[SPEAKER_01] stupid show because quite honestly, April was a, April was quite a month in terms of AI, in terms of AI news and stuff. We'll get to that probably the show after that, but we're going to have some fun. We're going to keep something, kind of touch on two things that we do all the time with friend of the show, Brandon Wichert, who's joining us from Software Defined Talk. Brandon, how are you?

[SPEAKER_00] I'm as fantastic as always. I'm always happy to pop on and bring some levity to the world of the reasoning show.

[SPEAKER_01] So today we are going to, we're going to do something that we usually spend about two minutes doing when Brandon comes on, which is we're going to talk about the intersection of football and AI. This is going to be very timely because last week, again, this i...

The 2026 AI Draft

Transcript

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edge in conversations you're not hearing.

The 2026 AI Draft

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.