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 SHOW: 1024 SHOW TRANSCRIPT: The Reasoning Show Transcript SHOW VIDEO: 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 @ reasoning dot show Bluesky: @reasoningshow.bsky.social Twitter/X: @ReasoningShow Instagram: @ reasoningshow TikTok: @reasoningshow

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The 2026 AI Draft is an episode from The Cloudcast (.net) - Weekly Cloud Computing Podcast by Massive Studios.

This episode is 43:59 long.

This episode was published on May 3, 2026.

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