The Prof G Pod with Scott Galloway No Mercy / No Malice: 2025 Predictions
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Jan 4, 2025 The conversation dives into exciting predictions for 2025, focusing on the role of AI and energy innovations. It contrasts the dynamics between emerging markets and the U.S. stock market peaks. Major trends in media are explored, particularly the dominance of YouTube and the booming podcast scene. Insights on fast fashion's influence on ad revenue are discussed, along with regulatory impacts on mergers. Finally, the podcast addresses societal challenges facing the youth, including smartphone addiction and its implications for the workforce.
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AI Ecosystem Consolidation
- The AI ecosystem is consolidating into three layers: applications, models, and infrastructure.
- OpenAI and NVIDIA are currently dominating the AI model and infrastructure layers, respectively.
Meta's AI Advantage
- Meta is well-positioned for AI progress due to its vast user base and data access.
- They have a significant advantage in AI training and deployment capacity.
Service as a Software
- Future AI winners will leverage "service as a software."
- This involves automating human-intensive services, particularly back-office functions.