The 2026 AI Draft

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 (softwaredefinedtalk.com)
SHOW: 1024
SHOW TRANSCRIPT: The Reasoning Show #1024 Transcript (docs.google.com/document/d/1uJBGtMNHV5QK0-sJQ1…)
SHOW VIDEO: youtu.be/BjT_HKhOcRE
SHOW SPONSORS:
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this! (sharegate.com/protect)
• Nasuni - Activate your data for AI and request a demo (nasuni.com/AI)
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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