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

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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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