Alex And Ranjan's 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom

Big Technology Podcast

Alex Kantrowitz

Management, Religion, Politics, Entrepreneurship, Business News, News, Investing, Marketing, News Commentary, Social Sciences, Science, Society & Culture, Religion & Spirituality, Business, Tech News, Philosophy, Government, Technology

4.7 • 596 Ratings

🗓️ 26 December 2025

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) AI agents start to work 2) ChatGPT hitting 1 billion users 3) AI shopping takes off 4) Ranjan gets a folding phone 5) Apple's best year ever 5) AI love boom arrives 6) AI infrastructure washout 7) 2026 Market and Performance 8) OpenAI's position 9) Does Alexandr Wang stay at Meta? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Wealthfront.com/bigtech. If eligible for the overall boosted 3.90% rate offered with this promo, your boosted rate is subject to change if the 3.25% base rate decreases during the 3-month promo period. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC, not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 12/19/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable base APY. Instant withdrawals are subject to certain conditions and processing times may vary. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Happy holidays, everyone. Ron John Roy and I are here to predict what's going to happen in 2026,
0:05.2	and we'll do it on a special edition of Big Technology Podcast Friday edition right after this.
0:11.1	Capital One's tech team isn't just talking about multi-agentic AI. They already deployed one.
0:17.5	It's called chat concierge, and it's simplifying car shopping. Using self-reflection and
0:23.3	layered reasoning with live API checks, it doesn't just help buyers find a car they love. It helps
0:29.9	schedule a test drive, get pre-approved for financing, and estimate trade and value. Advanced,
0:36.7	intuitive, and deployed.
0:38.8	That's how they stack.
0:40.0	That's technology at Capital One.
0:43.1	Michael Lewis here.
0:44.9	My best-selling book The Big Short tells the story of the build-up and burst
0:49.2	of the U.S. housing market back in 2008.
0:52.9	A decade ago, the Big Short was made into an Academy Award-winning movie.
0:57.0	Now I'm bringing it to you for the first time as an audiobook narrated by yours truly.
1:02.0	The Big Short's story, what it means to bet against the market, and who really pays for an unchecked financial system, is as relevant today as it's ever been.
1:11.3	Get the Big Short now at Pushkin.fm slash audiobooks
1:14.6	or wherever audiobooks are sold.
1:19.3	Welcome to Big Technology Podcast Friday edition,
1:22.1	where this week we will predict what's going to happen in 2026.
1:27.4	We have a short episode for you on the feed today, but we didn't want to leave you. We will predict what's going to happen in 2026.
1:27.8	We have a short episode for you on the feed today, but we didn't want to leave you alone
1:32.6	during the holiday season.
	...

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