Predictions for 2025: Tech, Energy, and Media

In this chapter, the speakers celebrate their podcast's success while transitioning to serious predictions for 2025, particularly focusing on the emergence of a tech duopoly led by OpenAI and NVIDIA. They explore the implications of increased demand for nuclear energy to support AI operations and investment opportunities in emerging markets like Argentina and Brazil. Additionally, the chapter discusses the evolving media landscape with a spotlight on YouTube's growing dominance over traditional streaming platforms like Netflix.