The Prof G Pod with Scott Galloway Prof G Markets: Predictions for 2025
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Jan 6, 2025 Exciting predictions for 2025 take center stage, spotlighting the rise of OpenAI and NVIDIA as a tech powerhouse. The role of nuclear energy in meeting AI demands is also discussed. Young men's changing relationship with testosterone surfaces as the unexpected 'chemical of the year.' Insights into YouTube's engagement strategies and the anticipated surge in podcasting highlight evolving media landscapes. Lastly, the call for mentorship between generations aims to inspire healthier behaviors and personal growth.
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OpenVIDIA's Dominance
- OpenAI and NVIDIA are forming a new duopoly, dominating AI processing.
- Their combined market cap is around $3.5 trillion, exceeding even Wintel's historical dominance.
Service as a Software
- AI is moving beyond Software as a Service (SaaS) towards Service as a Software.
- This involves building specialized applications on top of existing AI infrastructure like GPUs and LLMs.
Nuclear Energy for AI
- The growth of AI is limited by energy consumption, not customers or capital.
- Major tech companies like Meta and Amazon are investing in nuclear energy to address this.