About this episode
As we move into Q1 2026, Brian talks about 3 rooms where he'd like to be a fly on wall to see the blueprints of significant AI companies shaping the markets.
SHOW: 1002
SHOW TRANSCRIPT: The Cloudcast #1002 Transcript
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A FLY ON THE WALL IN 3 ROOMS IN 2026
- Room1 - NVIDIA’s M&A Room (Chips, Software Stack, Hosting Services, Agentic Tools, etc.)
- Room 2 - Anthropic’s Agentic Vision
- Room 3 - TSMC’s 2028-2030 Planning
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