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, <a href='https://www.softwaredefinedtalk.com/'>Software Defined Talk</a>SHOW: 1024SHOW TRANSCRIPT: <a href='https://docs.google.com/document/d/1uJBGtMNHV5QK0-sJQ1AnoVcjMr64Xi_fDeeoIBfFv3Y/edit?usp=sharing'>The Reasoning Show #1024 Transcript</a>SHOW VIDEO: <a href='https://youtu.be/BjT_HKhOcRE'>https://youtu.be/BjT_HKhOcRE</a>SHOW SPONSORS:<ul><li>ShareGate - <a href='http://sharegate.com/protect'>ShareGate Protect. Microsoft 365 Governance, we got this!</a></li><li>Nasuni - <a href='https://nasuni.com/AI'>Activate your data for AI and request a demo</a></li></ul>SHOW NOTES:Brian’s Picks<ol><li>Google</li><li>Major AI-centric IPO in 2026 ($1T valuation)</li><li>Amazon (cloud)</li><li>Company has more Agents that Employees</li><li>TSMC (hardware)</li><li>AMD (hardware)</li><li>Family asks about AI at the holidays</li><li>Data center issue causes a significant change to human existence</li></ol>Brandon’s Picks<ol><li>Anthropic</li><li>NVIDIA</li><li>Broadcom</li><li>OpenAI (frontier model)</li><li>AI Consumption-based pricing (end of subsidies)</li><li>AI Energy Demand</li><li>The end of “vibe-coding”</li><li>Sam Altman out at CEO of OpenAI</li></ol>FEEDBACK?<ul><li>Email: show @ the enterprise ai show dot come</li><li>Bluesky: <a href='https://bsky.app/profile/TheEntAIShow.bsky.social'>@TheEntAIShow.bsky.social</a></li><li>Twitter/X: <a href='https://x.com/TheEntAIShow'>@TheEntAIShow</a></li><li>Instagram: <a href='http://instagram.com/TheEntAIShow'>@TheEntAIShow</a></li></ul>

<description>&lt;p&gt;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. &lt;/p&gt;&lt;p&gt;GUEST: Brandon Whichard, &lt;a href='https://www.softwaredefinedtalk.com/'&gt;Software Defined Talk&lt;/a&gt;&lt;/p&gt;&lt;p&gt;SHOW: 1024&lt;/p&gt;&lt;p&gt;SHOW TRANSCRIPT: &lt;a href='https://docs.google.com/document/d/1uJBGtMNHV5QK0-sJQ1AnoVcjMr64Xi_fDeeoIBfFv3Y/edit?usp=sharing'&gt;The Reasoning Show #1024 Transcript&lt;/a&gt;&lt;/p&gt;&lt;p&gt;SHOW VIDEO: &lt;a href='https://youtu.be/BjT_HKhOcRE'&gt;https://youtu.be/BjT_HKhOcRE&lt;/a&gt;&lt;/p&gt;&lt;p&gt;SHOW SPONSORS:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;ShareGate - &lt;a href='http://sharegate.com/protect'&gt;ShareGate Protect. Microsoft 365 Governance, we got this!&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Nasuni - &lt;a href='https://nasuni.com/AI'&gt;Activate your data for AI and request a demo&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;SHOW NOTES:&lt;/p&gt;&lt;p&gt;Brian’s Picks&lt;/p&gt;&lt;ol&gt;&lt;li&gt;Google&lt;/li&gt;&lt;li&gt;Major AI-centric IPO in 2026 ($1T valuation)&lt;/li&gt;&lt;li&gt;Amazon (cloud)&lt;/li&gt;&lt;li&gt;Company has more Agents that Employees&lt;/li&gt;&lt;li&gt;TSMC (hardware)&lt;/li&gt;&lt;li&gt;AMD (hardware)&lt;/li&gt;&lt;li&gt;Family asks about AI at the holidays&lt;/li&gt;&lt;li&gt;Data center issue causes a significant change to human existence&lt;/li&gt;&lt;/ol&gt;&lt;p&gt;Brandon’s Picks&lt;/p&gt;&lt;ol&gt;&lt;li&gt;Anthropic&lt;/li&gt;&lt;li&gt;NVIDIA&lt;/li&gt;&lt;li&gt;Broadcom&lt;/li&gt;&lt;li&gt;OpenAI (frontier model)&lt;/li&gt;&lt;li&gt;AI Consumption-based pricing (end of subsidies)&lt;/li&gt;&lt;li&gt;AI Energy Demand&lt;/li&gt;&lt;li&gt;The end of “vibe-coding”&lt;/li&gt;&lt;li&gt;Sam Altman out at CEO of OpenAI&lt;/li&gt;&lt;/ol&gt;&lt;p&gt;&lt;b&gt;FEEDBACK?&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Email: show @ the enterprise ai show dot come&lt;/li&gt;&lt;li&gt;Bluesky: &lt;a href='https://bsky.app/profile/TheEntAIShow.bsky.social'&gt;@TheEntAIShow.bsky.social&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Twitter/X: &lt;a href='https://x.com/TheEntAIShow'&gt;@TheEntAIShow&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Instagram: &lt;a href='http://instagram.com/TheEntAIShow'&gt;@TheEntAIShow&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;</description>

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 demoSHOW NOTES: Brian’s Picks G...

The Enterprise AI Show

The 2026 AI Draft

The 2026 AI Draft

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