2025 In Review, 2026 Predictions — With Reed Albergotti | Big Technology Podcast

In this episode of Big Technology Podcast, Alex Kantrowitz and Reed Albergotti look back at 2025 and make predictions for 2026, focusing on the tech industry. They discuss the increasing scale of AI infrastructure, the growing role of geopolitics, and the shift from model development to product development. They analyze the strategies and challenges of major tech companies like Meta, Google, Amazon, Apple, Tesla, Nvidia, Microsoft, and Anthropic, and touch on topics such as AI integration, self-driving technology, potential acquisitions, and IPOs. They also discuss the potential for AI to disrupt existing business models and the societal implications of AI technology.

Outlines

Part 1: Context, Big Tech Strategies

Part 2: Partnerships, Hardware, Leadership

Part 3: Markets, M&A, Future Trends

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2025 In Review, 2026 Predictions — With Reed Albergotti

Big Technology Podcast

Part 1: Context, Big Tech Strategies

Introduction to 2025 Recap and 2026 Predictions in Tech

Meta's AI Strategy and Competition with OpenAI

OpenAI's Product Focus and the Need for Top Models

Google's AI Momentum and Challenges in Search Advertising

Part 2: Partnerships, Hardware, Leadership

Amazon's AI Partnerships and Apple's Future Leadership

Tesla's Self-Driving Efforts and Safety Concerns

Part 3: Markets, M&A, Future Trends

Nvidia's Market Position, Microsoft's Copilot, and Potential M&A

Anthropic's IPO, SPACs, and AI Love Boom Predictions

2025 In Review, 2026 Predictions — With Reed Albergotti

Big Technology Podcast

Part 1: Context, Big Tech Strategies

00:00Introduction to 2025 Recap and 2026 Predictions in Tech

Introduction to 2025 Recap and 2026 Predictions in Tech

06:01Meta's AI Strategy and Competition with OpenAI

Meta's AI Strategy and Competition with OpenAI

12:37OpenAI's Product Focus and the Need for Top Models

OpenAI's Product Focus and the Need for Top Models

17:14Google's AI Momentum and Challenges in Search Advertising

Google's AI Momentum and Challenges in Search Advertising

Part 2: Partnerships, Hardware, Leadership

22:52Amazon's AI Partnerships and Apple's Future Leadership

Amazon's AI Partnerships and Apple's Future Leadership

28:31Tesla's Self-Driving Efforts and Safety Concerns

Tesla's Self-Driving Efforts and Safety Concerns

Part 3: Markets, M&A, Future Trends

33:34Nvidia's Market Position, Microsoft's Copilot, and Potential M&A

Nvidia's Market Position, Microsoft's Copilot, and Potential M&A

39:25Anthropic's IPO, SPACs, and AI Love Boom Predictions

Anthropic's IPO, SPACs, and AI Love Boom Predictions