Morning Brew Daily - 2026 Lookahead: World Cup, Moon Travel, Grand Theft Auto VI and More
Episode Date: January 2, 2026Episode 749: Neal and Toby look ahead to the biggest events happening in 2026, including the World Cup, World Baseball Classic, the Winter Olympics and more. The guys also discuss the investment in AI... Data Centers and eventual release of Grand Theft Auto VI… Maybe. And are we going to the moon? Finally, Toby shares his predictions for the year ahead. Check out https://www.rubrik.com for more Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Good morning, Brew Daily show.
I'm Neil Fryman.
And I'm Toby Howell.
Today, get your planners out.
It's a preview of 2026.
Here's what you need to stay ahead in the year ahead.
It's Friday, January 2nd.
Let's ride.
Good morning.
Hope you all had a great New Year's Day.
Unfortunately, I'm already behind on my resolution to read 366 books.
We've got a really fun special episode for you this morning, a preview of the year
2026.
Of course, there will be plenty of twists and turns along the journey to next New Year's,
but there are already a bunch of major events sharpied on the calendar that you'll want to know about
to help you plan ahead or just get excited for.
And finally, I will offer up some spicy hot predictions about what I think is going to happen this year.
And Neil will tell me just how right or wrong he thinks those are.
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Let's start with a special someone celebrating a big birthday this year,
the United States of America.
2026 marks 250 years since the Declaration of Independence
was signed in 1776.
And the country is going all out for its semi-quincennial.
Throughout the year, you'll find any number of major events that celebrate America's founding and history,
from massive fireworks displays to parades, historical reenactments,
and an attempt at the single largest flag-waving celebration.
There will also be a lot of reflecting about what it means to be an American
and what America means to the world 250 years after T.J. wrote about life, liberty,
and the pursuit of happiness.
Polls show that Americans are less patriotic today than ever before.
A ballot poll last year found that 58% of U.S. adults say they're very or extremely proud to be an American
compared to 87% right after 9-11.
I think it will also be interesting to see the competition for who takes center stage during
this birthday celebration.
Philadelphia has been kind of maneuvering itself in trying to become the epicenter because, you know,
first and second continental Congress met their Declaration of Independence was adopted in Philadelphia.
It's gritty of American icon, so it's definitely trying to cement its place.
But then you have Washington, D.C., which is the actual capital.
New York is the media capital, the capital, the cultural capital.
It's where Morning Brew Daily is centered.
So I think each one of those cities is trying to become like the main venue for this.
So it will be interesting to see how they play their cards.
This is a national celebration, though.
It's going to touch every single state.
Each state has its own America 250 commission.
So you will see everything that you laid out happen all across the country.
the security crowds and management of all this is going to be fascinating as well.
How do you do security for the largest flag-waving ceremony?
How do you do security for these massive gatherings that are going to happen throughout the year?
So I think crowd management is a less sexier storyline,
but an important one as America enters.
It's semi-quincennial.
Nice. You nailed it.
I also think a big winner for this will be history media, right?
I imagine that Hamilton will be pretty much sold out through its run in 2026.
Ken Burns just came out with an American Revolution documentary.
I think people, it'll be a time where people will revisit history and especially American history.
And it was one of your trends for the year was that history is a booming business.
And I think that's only going to get bigger this year.
Speaking of media people, Taylor Sheridan, who, you know, has made every single show your dad scenes, Yellowstone, Landman, etc.
Remember, America 250 also has to do with his eventual departure from Paramount because David Ellison, who's the owner of Paramount, was trying to get him to make a show about America 250.
And he's like, don't tell me what to do.
And so he is absconding to go to NBC Universal.
So I don't know how you trace a through line from, you know, our founding fathers all the way through to Yellowstone and Taylor Sheridan.
But there is a through line there.
Somehow they're all connected.
Speaking of a through line, there's another.
big moment in Americana this year that I want to mention. Route 66 is celebrating its 100th birthday
as well. It was first declared a federal highway in 1926. It's considered the mother road of the
United States, and it runs 2448 miles from Chicago to Los Angeles. So if you need, if you're looking
for a road trip or a vacation, all these businesses and states and cities along Route 66 are going
to be doing celebrations for the 100th anniversary of that.
road. My embarrassing fact about Route 66 is that I thought it came from the movie Cars. I didn't know
it was based off of a real road. I was young when I saw cars. Okay, you're very impressionable.
So there is really a Route 66 out there. Go drive it. All right, moving on. This year also brings
midterm elections where voters will express their satisfaction or dissatisfaction with existing
political leaders. The storyline that will dominate most election campaigns is affordability.
According to a recent Politico poll, nearly half of all Americans are struggling under the pressures of groceries, utility bills, health care, housing, and transportation.
The same poll revealed that more than a quarter of respondents said they skipped a medical checkup because of costs within the last two years.
It also shows that leisure activities seem out of reach for many, with 37% saying they could not afford to go to a sports event with their friends or family.
So as these election campaigns ramp up, Neil, I think the A word is on top of a lot of people's minds.
We could be seeing a redux of 2024, which was the largest election year in the history of the world.
And that was known as the inflation election.
Every governing party facing election in a developed country that year lost vote share,
which was the first time that it ever happened on record in 120 years.
That was a rebuke of leaders because everyone around the world
was facing inflation concerns that year they booted the party leadership because they couldn't
afford the cost of living.
Seems like those problems have not gone away as we enter 2026.
And right now, at least in the United States, the Republicans control the White House and
both chambers of Congress.
I was checking out Kalshi, and we recorded this in the middle of December.
As of then, Democrats had a 74% chance of winning back control of the House.
Republicans did have a 67% chance of keeping the Senate.
A lot of that has to do with how the math works out and who's up for your reelection in any given midterm year.
But you're right, affordability will be top concern for many voters this year.
And affordability does tend to not favor the incumbent.
It favors the people who are coming in and saying, hey, I can make your bills go lower.
You don't, it's the people who are actually in charge that usually blame for the affordability.
So on a whole, as we saw with that referendum of last year, it does tend to mean that new blood is coming in.
The other issue that will dominate this election calendar is AI, namely the electricity that AI requires.
There's a lot of anxiety around the country over rising electricity costs and the hungry hippo data centers that are eating up all the power.
The typical AI data center uses as much electricity as 100,000 homes, according to the International Energy Agency.
So in places like California, Georgia, Michigan, Ohio, and Texas that are data center hotspots and congressional battleground states,
fast-rising electricity bills are going to play a major factor.
But AI is not going down without a fight.
A new Pro-A-I Super PAC has been formed and is releasing its first set of candidate ads
ahead of midterms to try and convince the public that the massive investment in this technology
is in their best interests.
So pro-A-I versus anti-AI will likely be a defining issue as well this year.
Yeah, they're calling electricity the new price of eggs.
And eggs was that a big variable in the election.
of a couple years ago and how those skyrocketing prices affected people's wallets.
And now with data centers popping up and other things, putting pressure on the power grid,
they are saying electricity is new dozen eggs.
And that is what a lot of politicians will focus on.
It worked out really well for the governor elects in New Jersey and Virginia, Abigail Spanberger,
in Virginia pledged during her campaign, her successful campaign,
to lower energy bills and make data centers pay more of their share.
And then in New Jersey, Governor-elect Mickey Cheryl, she promised to declare a state of emergency on utility costs and freeze rates.
So that's what's going to be going on at a national level, at a state level, and it'd also be going on at your local level.
If you go down to your town hall, it's probably going to be a huge fight about a data center coming in.
And there will be a lot of folks who are pushing back on that saying we don't want to pay more utility costs.
You already see in places like Tucson, which forced Amazon to pull the plug on a data center there.
So from the national level to just your local town hall,
electricity and data centers and AI will be a huge battleground.
It's going to be a huge year for international sporting events,
starting with the Winter Olympics in Milan, Cortina, Italy in February.
Well, not as spectacular as the Summer Olympics.
The Winter Games always brings the heat,
whether it's rediscovering your love for curling every four years
or holding your breath as a figure skater attempts a quad.
Some of the big storylines going into this Winter Olympics
are American snowboarding legend Chloe Kim going for her third.
consecutive gold in the half bite, something no one's ever done before.
NHL players returning to their Olympic squad so the first time since 2014 and the sport of
ski mountaineering or Schemo making its debut.
I'm really pumped for Schemo, which again is probably not the most visually spectacular
sport to watch because these people are literally hiking up a mountain on cross-country skis
not very fast.
I mean, mountains, anyone who's trudged up a mountain before knows it's a very difficult task.
so they're kind of shuffling their way up,
then they rip off these skins on the bottom of their skis
and bomb down the mound.
That part's a little bit more fun.
There's these transition areas.
I got really into a Schemo Instagram rabbit hole,
kind of following Team USA's progress.
And we look pretty good, actually.
I mean, we're not necessarily known for our cross-country ski prowess,
but I have high hopes for Schemo.
So turn it on, give it a chance.
I think it will be an interesting sub-storyline for the Olympics.
As a media nerd, I'm also excited to,
to see what NBC is going to do with relation to its coverage.
It earned a lot of plaudits for what it did with Peacock back in Paris in 2024,
especially Gold Zone, which was this red zone type whip around action hosted by Scott Hansen
and others.
But Scott Hanson is the guy who does NFL Red Zone.
And he's so good at it.
And it was just a people seem to love it as a way to catch all the different sports going on
at the same time.
And he's just a great host.
They're bringing it back and they're probably going to expand it even more in Milan.
and I'm very excited to just see what they do with the coverage because back in 2020, Peacock dropped the, or 2021, really, Peacock dropped the ball and NBC got blasted for its coverage.
2024 completely turned it around.
So I'm excited to see what they do in 2026.
I wonder, though, if it's going to be as effective if you cut to a schema race rather than Steph Curry with like a dagger three.
So no hate on the Winter Olympics, but maybe not.
Sounds like you're hitting a little bit.
A little bit, a little bit.
All right.
The month after the Olympics will be treated to the World Baseball Class.
in which 20 national teams will vie for the title of best baseball country in the world.
Since it comes before the MLBC's in the sports, brightest stars will be all competing,
and you can only hope for the same level of drama from the Last World Baseball Classic in
2023 when Shohei Otani struck out his former teammate Mike Trout to seal Japan's victory over
Team USA in the championship game.
I got my eye on the Czech Republic, though.
Remember the Czech Republic team from the Last World Baseball Classic?
It's filled with amateurs.
Their starting pitcher was a firefighter, and they beat a...
team, they secured their qualification for this year's World Baseball Classic. So they are a team
of lovable underdogs going toe to toe with MLB players. So if you're looking for a team to root
for, keep an eye on the Czech Republic. And of course, I got to mention this. The big caho
sporting events arrives this summer with the World Cup, the largest, most viewed and most lucrative
tournament in the world. And it's going to be bigger than ever this year. Hosted across the three
countries of North America, it'll feature an expanded field of 48.
teams, 104 total games, and plenty of Trump, FIFA, immigration, political intrigue to boot.
But hopefully that all goes away when the players hit the pitch on those sweltering days of July.
Lionel Messi and Argentina are trying to repeat as champs four years after hoisting the trophy in
Qatar, but heavyweight Spain, France, Brazil, Netherlands, and England stand in their way.
Not the U.S., though.
We probably won't compete for the title.
But please, just make it to the knockout stage, pretty pleased.
I'm a little nervous, Neil, a little nervous about the socceroos.
from Australia. I think we can handle
Paraguay, though. Best case scenario,
I think is quarterfinals.
If we don't make it out of the group stage,
I'm moving to Canada. You heard it here first.
Thank goodness this is airing the day after New Year's Day.
So hopefully people are a little hungover and forget I ever said that
because I feel like it could come back to bite me.
But I think the other main plotline, again, here,
is if the U.S. can get its act together when it comes to logistics.
We keep talking about the final being at the Meadowlands in Jersey.
and how it's a nightmare to get there,
but at least New York has some public transportation.
Imagine Europeans going to a place like Dallas.
How are they going to fare on a six-lane Texas highway?
So logistics just always is the main storyline
other than the actual fact that this is a giant sporting event
to keep an eye on how are we going to do?
Come on, US, get your act together.
Up next, we are going to the moon, hopefully.
More than a half century since humans last vision of the moon,
NASA wants to go back in 2026, the Artemis 2 mission, whose mandate is to establish a sustainable
human presence on the moon, is planned for April, but there are some rumblings that it could launch
as early as February if things go to plan. Speaking of the plan, the crew will embark on a 10-day
voyage to, quote, explore the moon for scientific discovery, economic benefits, and to build
the foundation for the first crude mission to Mars. Notably, though, they're not actually landing on the
lunar surface, just doing a drive-by. As for when, we'll actually return to Stanley Kubrick's
movie studio. I mean the moon, that will come in 2027 due to some issues with Space X's giant
starship rocket. Neil, the space race, it's heating back up a little bit. And there's going to be
some history made on this Artemis II mission. Victor Glover will be the first black astronaut to
fly around the moon. And Jeremy Hansen will be the first Canadian astronaut to participate in a lunar
mission. So excited. You said, if all goes to plan,
It never goes to plan.
So I don't know.
It's rocket science.
It is rocket science.
It's very hard.
But hopefully Artemis II goes at some point this year so that Artemis 3, when we actually
land on the moon for the first time since 1972, will happen before, you know, we kick the bucket.
I'm also excited about what's going on in the private space sector.
And I think the two words to watch there are three words are AI data centers,
Bezos, Musk, Invidia, Google.
Everyone is trying to get data centers into space.
It'll be very interesting to see whether there's progress made there.
Because as we just talked about,
there's a lot of opposition to data centers here,
drives electricity prices higher.
People don't want it.
Maybe if we just send it into space,
it'll be a lot better when the sun is shining 24 hours a day.
You can't do a yearly preview without taking stock
of all the entertainment rolling out in 2026.
And Toby, I don't want to jinx it,
but it's looking like a good movie slate this year.
Wuthering Heights, Robbie, O'Lordie,
The drama, Zendaya, Pattinson, Super Mario Galaxy, Mario, Peach.
And that's just through April.
Coming up later this year are Christopher Nolan's The Odyssey,
The Devil Wears Prada, 2, Toy Story 5.
And in the winter, let's just fast forward until then,
the third Dune and Avengers Doomsday.
I am pretty pumped for this.
The Odyssey I'm just so excited for.
In preparation, I read the book, and by Reddit,
I mean, I listened to it on audiobook.
But again, it comes from a long oral tradition,
so I feel like I still did my part.
I'll say it too. I'm excited for Avengers Dooms Day. You know, I'm a typical media consumer and bringing back Robert Downing Jr. I don't know how the heck they're going to do that. Dune, come on. I mean, the Dune movies were so fun the last couple of years. So excuse me for being very excited for this slate, but I think you're right. It is jam-packed. And then let's talk about TV. We only have the calendar for the first couple of months of 2026, but there's a lot of good shows coming back. New season of the Pit, which was this acclaimed HBO show about
Hospital, Industry, season four.
I love industry. Everyone should watch the first three seasons.
There's a Game of Thrones prequel coming out, Night of the Seven Kingdoms, Bridgeton,
Season 4, Euphoria, Season 3.
And there's going to be a Scrubs reboot.
And then finally, in our tour of the entertainment landscape, we have to mention the
one property that never seems to come, but maybe we'll come in 2026.
Do you guys know what I'm talking about?
Yes, it is Grand Theft Auto 6.
It was supposed to come in 2025.
then it was supposed to come in spring of 2026.
And then recently they pushed it back to the fall,
November of 2026.
So we do actually think it's going to be released in 2026.
I don't know what the internet is going to do
when they run out of jokes of X happened before Grand Theft.
We got the next Grand Theft Auto.
So that is kind of the backbone of the internet.
Maybe they'll just never release it.
I think, I mean, they have to at this point.
They have to.
And when it comes, it should be one of the best,
if not the best-selling game of all time.
It's been over a decade now.
People are just waiting with great anticipation to play this game.
Over under moon landing or Grand Theft Auto, which happens first?
God, I don't know.
Maybe the next Grand Theft Auto will have a moon landing feature,
and then it's two birds with one stone.
All right, we're going to take a quick break and come back with more 2026 right after this.
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Okay, besides America's 250th birthday and Route 66 100th year anniversary,
there are some other anniversaries and milestone years coming in 2026.
It's the 50 year anniversary of the birth of Apple computer.
which was pretty cool.
So 50 years ago, Apple was started by Steve Wozniak and Steve Jobs famously in that garage in
1976.
It's a 25th anniversary of 9-11.
It is the 10th anniversary of Brexit.
And it is the 500th anniversary of the formation of the Mughal Empire.
Before you throw shade at Mughal Empire, just know where the Taj Mahal came from.
It was the Mughals.
Shout out the Mughals.
Also shout out us.
It's the third anniversary of Morning Brew Daily.
President's Day weekend back in
2023, so just
497 years until we reached
Mughal status. Also, they did give us
the Taj Mahal, so we got to all up our
cultural impact as well. What have we given
the world? Let's ride. I think that's
on the same par. All right, this wouldn't be a look
ahead episode without some predictions,
so I fired up the old hot take machine,
aka my brain, and want to run some
predictions by you all. Neal, these are
all correct, so no need to debate,
but I'm eager to hear your thoughts.
All right, my first prediction is open AI will not exist by the end of the year.
I'll give you a couple of supporting data points.
Let's talk.
The economics just don't make sense.
How can a startup continue to compete when we're talking about national scale level spending?
Number two, it just won't be able to catch up that Google.
Google has more data, more money, and a better model right now.
How can open AI close the gap?
It can't.
And then number three, the Johnny Ive hardware collaboration that is supposed to be the next iPhone is going to flop.
That one is more of vibes-based because we don't know what it is yet, but unless it's some sort of really cool wearable that isn't a glasses or a pendant, I'm not very bullish on it.
So all of those factors, it's going to collapse under its own weight.
Yeah, I guess when was the last time a company collapsed when its product was being used by 900 million people every month?
That's a really good point.
But if Google starts eating into the market share, maybe the economics just aren't viable.
I think it's much easier for a startup to collapse because you just don't raise another round of funding.
So it could be catastrophically fast more so than like a public company when there's more levers available for yourself.
So just remember one thing.
And we know SoftBank is an investor in Open AI.
SoftBank poured $13 billion into Wii work as it was flailing to bail it out.
So that's a good point.
You always got Masayoshi-San in your corner if you need a couple bills just to stay afloat.
Yeah, it might be hyperbole to say it won't exist by the end, but maybe Microsoft might just absorb it or something like that.
I just don't think it's going to be the big name player that it is at the beginning of 2026 by the end of 2026.
All right, next prediction.
Netflix buys AMC.
With Netflix potentially buying Warner Brothers Discovery, a lot of the hand-wringing has been around the future of theatrical releases.
Netflix has pinky promise to preserve them,
but you want to know how to assuage some of those fears.
Buy up the biggest movie chain theater in the world.
AMC's market cap, I checked this morning, mid-December, $1.1 billion.
Netflix is $423 billion.
I think they can make it happen.
Yeah, I guess what is the growth plan there?
Because we know that movie theaters are basically shrinking
every single year.
Fewer people are going to see movies box office receipts
are way down what they were in 2019.
If you were Netflix, what would you do with AMC to actually boost your bottom line?
I think you just have the content slate to fill the movie theaters with great movies.
It really would be doing a solid to the movie-going community.
So it's like charity.
It's almost charity because you're right.
There's not a lot of growth case for buying a theater chain when you don't think that's a growing business model.
But I could also see it going the total opposite way.
We goes, oh, no, Netflix now controls one of the biggest IP libraries, one of the biggest streaming libraries.
And now the biggest movie theater chain, it's not going to be.
going to help your anti-monopoly case right there. But I was just, I was peering through some Reddit
threads. People have suggested it before in this context of saying like, hey, you want to know,
we'll just have a vested business interest in keeping theaters alive because we own AMC now. So
there's some, some chatter about it, but you're right. Maybe it doesn't make the most, I keep arguing
against myself by the end of these. I got to. That's what I love doing. I got to stick with it.
I don't do a little poke and then you just spiral. No, I'm sticking with it. Netflix buys AMC.
All right, my next one, TikTok falls out of the top 10 most downloaded apps list.
This is another way of saying that TikTok loses some of its cultural heft.
I think prioritizing TikTok shop has turned it basically into an affiliate slop fest at this point.
It was supposed to be, you know, the new search engine.
There was reports that it's going to take over Google's throne.
This is where all the kids are going for their restaurant recommendations to just go and search things.
But since there's this buck to be made there, it's attracted.
an e-com crowd, which don't necessarily drive culture.
I think you can find more culture on Instagram Reels now, which was not always the case.
Long-term, it's not a good thing for TikTok to lose some of that cultural heft.
So the joke was that for many years now, it's that you would see something on TikTok,
and then you would see it on Instagram Reels a couple weeks later,
and then you'd see it on Facebook a couple months later, and then you'd see it on LinkedIn next year.
But you think Instagram has changed the tide a little bit.
I don't go, I don't have TikTok, but I do have Instagram.
Right. And you're basically a barometer for all of things close from right there. So if Neil
Priman doesn't, no, I think you are right. That is, that used to be the joke, but I do think it's not
fully switched yet, but I do think TikTok shop just turned a lot of people off of TikTok because you go on there.
I don't go on there anymore either because you just get shop, shop, shop. And it's, even if it's not a shop
video, it's someone indirectly affiliating linking towards a, um, towards a TikTok shop. So the decision to
double down on the e-com aspect of it might come back, might have been the short-term thing to do
in terms of money-making, but long-term, I do think it diminishes its cultural heft. And we are seeing
it kind of slip in the app store download rankings. Also, just all the hullabaloo around it with
trying to resure its U.S. operations with Oracle and everything. I think people have a bit of TikTok
fatigue, so we might see it just start to slowly decline over 2026. Isn't that such a hot take? A slow,
imperceptible decline. All right, my final hot take or prediction of the year is that
Times Person of the Year will be Timothy Shalame for saving theaters. He will win the best Oscar
for Best Actor. He will win, he will marry Kylie Jenner. He will star in Dune. He might buy
AMC Theater Chains himself. The year of Salamee will be 2020. And he had a pretty epic
2025. So to actually beat that out in 2026 would be incredible.
he would have to go back on college game day and do something crazy
because that was one of the best appearances of all time.
But yeah, I think from both of us, we love Chalame.
I don't know if the time person of the year level.
But then again, an entertainer did win pretty recently, Taylor Swift.
So he's got to do something on the equivalence of the Ares tour.
So just to put a bookend on this, here are all my predictions.
And say whether you still believe them after talking about.
Okay. Open A. will not exist by the end of next year.
That's a five out of ten enemy.
Netflix buys AMC,
TikTok falls out of the top 10
most downloaded apps list
in Timothy Shalame
wins time person of the year.
Pretty solid list if you ask me.
Well, check back in January 2nd, 2027
and see how those went.
Okay, that is all the time we have.
Thanks so much for starting your morning with us
and have a wonderful Friday.
We're getting back to regularly scheduled news programming
on Monday, so get excited for that.
I know we are.
If you want to get in touch,
you can send a note to Morningbrewdaily
at MorningBrew.com
or DM us on Instagram at MB Daily Show.
Let's roll the credits.
Emily Milliron is our executive producer.
Raymond Lute is our producer,
our associate producers are Olivia Graham and Olivia Lake.
Yuchinawa Ogu is our technical director.
Heron makeup is still writing 25 as the date.
Devin Emery is our president
and our show is a production of Morning Brew.
Great show today, Neil.
I wish you all well.
