The Prof G Pod with Scott Galloway No Mercy / No Malice: 2026 Predictions
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Dec 20, 2025 Scott makes bold predictions for 2026, highlighting a potential correction in AI stocks driven by China’s market strategies. He discusses the energy constraints on AI growth and the looming challenges facing the NVIDIA/OpenAI duopoly. Amazon is painted as a big tech benefactor in the AI+robotics space, while the future of space exploration looks ripe for opportunities. As Hollywood faces disruption from short-form content, Scott also warns about the societal risks of prediction markets and the rise of AI companions in relationships.
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China Could Spark An AI Market Correction
- China may trigger an AI-driven market correction by exporting cheaper, competitive models that pressure US incumbents' margins.
- That could destabilize a concentrated AI sector and contribute to a broader economic downturn.
AI Faces A Hidden Energy Bottleneck
- Building the grid and power capacity to support massive AI growth is wildly underestimated and gargantuan in cost.
- Scott Galloway argues current infrastructure needs would require trillions and years to deliver, making scale a significant bottleneck.
The NVIDIA–OpenAI Duopoly Is Vulnerable
- NVIDIA and OpenAI's sky-high expectations are vulnerable as competitors like Anthropic and Alphabet gain enterprise and model strengths.
- OpenAI risks becoming a Netscape-style flashpoint eclipsed by deeper-pocketed incumbents.