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

[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.

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The 2026 AI Draft

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The 2026 AI Draft

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.