Pivot Pivot Predictions: Scott’s Big Tech Stock Pick, The Next Bailout, and President JD Vance?
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Dec 30, 2025 Kara and Scott reflect on their 2025 predictions while making bold new ones for 2026. Scott has a big tech stock pick, forecasting Amazon's rise amid advancements in robotics. They discuss the potential for a government bailout aimed at supporting AI companies. Politics are on the table too, with a surprising twist involving J.D. Vance. The hosts predict a boom in edgy lesbian characters on screen and scrutinize the impact of prediction markets on society. Also, they argue that tech CEOs should stay silent to avoid drama.
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AI Duopoly Shapes 2025
- Scott Galloway warns OpenAI and NVIDIA formed a powerful AI duopoly in 2025 that shapes most AI traffic and compute.
- He sees challengers emerging but expects the duopoly's dominance to drive the next phase of the market.
Chinese Open Models Will Pressure AI Stocks
- Scott predicts a major drawdown in AI stocks driven by Chinese open-weight models and AI 'dumping' that undercut US models on cost and power use.
- He argues many startups already use Chinese open-source models, pressuring valuations of US AI leaders.
Watch AI+Robotics In Real Industries
- Kara Swisher urges attention to robotics plus AI beyond humanoid demos, especially in manufacturing and cars.
- She highlights practical applications like AI-enabled exoskeletons and braces improving mobility.