AI Bubble Predictions & Latin American Influence

Doug and Greg are back after a Holiday break. They continue the weekly AI conversation with 2026 predictions, potential IPOs, and Google’s rising market strength. They also discuss recent geopolitical events in Venezuela and the strategic U.S. interests in the region, amidst rising tensions with China.

Key Takeaways

[00:16] - Our predictions on the AI bubble in 2026

[06:08] - Google's resurgence in the AI space

[11:00] - Oil, narcotics, and China/US influence in Latin America

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Links

Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI: FT

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Doug Stokes

Greg Stokes

Stokes Family Office

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