Prof G Markets Predictions for 2025
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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.
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New Duopoly
- OpenAI and NVIDIA are forming a new tech duopoly, similar to Wintel.
- They dominate AI processing, holding 88-90% of traffic and searches.
AI Evolution
- AI is evolving from Software as a Service (SaaS) to Service as a Software.
- This shift will create niche AI applications built upon existing infrastructure.
Nuclear Energy and AI
- The growth of AI is limited by energy consumption, not customers or capital.
- This is driving investment in nuclear energy as a solution.