M&A activity and large acquisitions

Blake and Mitch return! They begin with a discussion of the "Great Inflection" in software in the last several months. They then do some follow-up to last season, particularly their "deadpool" episode that turned out to be way too kind to the companies they profiled.

The hosts then "draft" six trends that were visible in 2025 that they think will continue and define 2026, alternating picks. Remarkably, they don't pick overlapping trends despite choosing blind and not disclosing pre-show.

Finally, they each offer three specific predictions for 2026.