The podcast analyzes 51 charts to understand the state of AI and project trends for 2026, dividing the analysis into capabilities, infrastructure, markets, economics, vibe coding, jobs, and politics. Reasoning models significantly increased in usage during 2025, representing over 50% of tokens by November, and AI capabilities continue to improve rapidly, with efficiency gains exemplified by Gemini 3 Flash. Hyperscalers are making massive investments in AI infrastructure, shifting capital from office to data center construction. Despite chatbot adoption growing rapidly, a circularity exists in revenue and dealmaking among major AI players, with companies like Anthropic and Google seeing substantial growth. The integration of ads into the AI landscape is anticipated due to higher user intent from LLM referrals.
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