Prof G Markets
Predictions for 2025
Jan 6, 2025
Scott shares bold predictions for 2025, spotlighting a tech duopoly led by OpenAI and NVIDIA. He dives into the increasing demand for nuclear energy to support AI, alongside investment prospects in emerging markets like Argentina and Brazil. The evolving media landscape is dissected, with YouTube set to overshadow traditional platforms. Expect a notable IPO from Shein, along with insights on the rise of testosterone in politics and its influence on younger voters. The conversation wraps up with a focus on mentorship and the importance of youth perspectives.
48:20
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Quick takeaways
- The partnership between OpenAI and NVIDIA is predicted to reshape the tech landscape, dominating AI-related queries and growth potential.
- Investment interest is shifting towards emerging markets, with countries like Argentina and Brazil poised for recovery and attractive opportunities.
Deep dives
Formation of a New Duopoly
A new dominant partnership is emerging between OpenAI and NVIDIA, which is predicted to resemble the previously established Wintel combination. These companies now account for approximately 88 to 90% of traffic and AI-related queries, demonstrating their substantial influence in the tech ecosystem. Their combined market capitalization is about $3.5 trillion, reflecting immense growth potential in the AI sector. This shift highlights the significance of these relatively young companies in reshaping the technological landscape, outpacing more established players like IBM in traditional chip markets.
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