Elevate with Robert Glazer Weekend Conversations: What Stories Will Define 2026?
Jan 3, 2026
Dive into the chaotic business landscape of 2025 and explore predictions for 2026. Discover who might win the AI arms race and the implications of the rapid tech buildout. The discussion covers the intriguing impact of phone bans in schools and potential educational benefits. Media decentralization is also on the table, highlighting the shift towards creator-driven platforms. Predictions on the future of Nvidia and the evolving sports advertising landscape wrap up this insightful conversation.
AI Snips
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Episode notes
Data Centers Risk Becoming Stranded Assets
- Tech infrastructure can rapidly depreciate if chips or architectures change within years.
- Overbuilding now risks stranded assets if future models need different hardware.
Scrutinize SPVs And Hidden Liabilities
- Beware of off‑balance‑sheet financing like SPVs that mask long-term liabilities.
- Investors should demand transparency about lease outs and who ultimately carries the debt risk.
Price AI Services Realistically
- Price AI services at sustainable rates, or consumer usage will drop like with expensive delivery fees.
- Design business models that don't rely on perpetual investor euphoria to subsidize costs.