Kara Swisher and Scott Galloway's 2025 Predictions on AI, IPOs, Podcasts, and Trump | Pivot

1. KSKara Swisher0:00

   Okay, Scott. Now, it's time for our predictions. I'm gonna do mine first. I think, um, Donald Trump's age is, might become an issue in the next two years. I think the presidency is an incredibly difficult thing. I do think it might be calmer, bec- and it's largely not because he's become wiser 'cause he's not. He's not wise in any way. He's not a good person. He's a serial sexual harasser, at the very least, and a r- and other things. I think he's a terrible person. I think his age is going to calm him down. I don't know how else to put it. It... either through, uh, natural what happens when you get older and the, and the difficulties of this. So, you may see a calmer Donald Trump. I just... I... you may see it, and it's not because he's a good person, or he's turning the tide, or anything else. He also is probably looking at his legacy now, and he's a lame duck president. No matter how you slice it, he's a lame duck president. And again, people around him are aware of it. I've heard it from so many people in his party. "We only need him for a couple more years." They've said it. Uh, "And then we'll make him into an icon. We'll do some statues, all good." And so I think it's gonna maybe a little surprising, and it's not, again, not 'cause he's a good person. Um, as to, uh, my other prediction, I do think there's gonna be a lot more advantage to companies in AI that you aren't thinking of, like IBM, Salesforce, a lot of the others that are gonna ride on the rails of the enormous spending that, uh... whether it's $30 billion from, from Meta, whether it's, um, uh, 50 to, uh, 80... 50 to 80 billion from Microsoft, or all of them are spending. I think those who ride the rails on these things are gonna be the beneficiaries that put them into place, whether you're Salesforce helping Disney with its lines, the... that's one of their clients, or, um, IBM, or things like that. So, I would look to those companies in a lot of ways who are gonna be the real beneficiaries. It reminds me of the early internet. It was not the companies that put up the websites like Netflix... Netscape, excuse me. It was the companies that rode the rails, and these rails are being put in place not by our government, but by companies, and they're getting paid for, uh, n- whether it's energy costs, everything else. So, I would look to those companies in 2025. I think the AI revolution is just getting started, and it will start to really... it reminds me of early, early internet, and who s- who began and who succeeded were two very different parties. Y- on to you, Scott Galloway.

2. SGScott Galloway2:22

   I like those. Uh, so okay. So briefly, 2025 will be the year of a new duopoly. It'll be OpenVideo. OpenAI and NVIDIA right now control arguably 90% of all traffic in AI, 90% of the queries, 90% of the queries of the processors that are powering those answers to those queries are those two firms. And so it'll be kind of the new Wintel, and people will start referring it, to it as the most powerful duopoly in the world. We're... we haven't seen... I think we're gonna see a bunch of raft of new unicorns in the application layer of AI. We have the infrastructure layer, we have the LLMs themselves. But every, every innovation or new technology creates a bunch of interesting consumer applications. I think you're gonna see a raft of new unicorns in healthcare where you upload your medical records, your diet, and it starts playing offense and come back, comes back to you with exact... I told you, I... for the first time, I ha- was diagnosed with high blood pressure two and a half months ago. I went into AI. I uploaded my urine, my blood work, my fecal work. Uh, I talked very openly about my diet, and it came back with a series of recommendations, and I took them to heart, and I no longer have high blood pressure. And I think that's gonna be systemized, routinized, and create a bunch of interesting applications around fitness, healthcare, especially I think around travel, there's huge opportunity. Look at all... I upload all of my credit card bills, all my past travel, my calendar, and it starts proactively saying, "Scott, we see that you're gonna be in LA for this meeting. We're gonna book you here. You should do this. You should go see your dad. You should do this." I've already organized a flight-

3. KSKara Swisher3:53

   What, what, what do you upload to OpenAI?

4. SGScott Galloway3:57

   Well, so for example, I, I took my MRIs on my shoulders, and I-

5. KSKara Swisher4:02

   Mm-hmm.

6. SGScott Galloway4:02

   ... uploaded it to OpenAI. And I said, "Please diagnose this and tell me what I should be doing, what stretching I should be doing." And it comes back with a whole-

7. KSKara Swisher4:09

   Wow.

8. SGScott Galloway4:09

   ... list of things. I mean-

9. KSKara Swisher4:10

   Really?

10. SGScott Galloway4:10

    ... you can, you can upload a board de-... I'll, I'll give you an example, Kara.

11. KSKara Swisher4:14

    Yeah.

12. SGScott Galloway4:14

    We... you know, we're out in the marketplace-

13. KSKara Swisher4:16

    Hm.

14. SGScott Galloway4:16

    ... potentially thinking about our next four years.

15. KSKara Swisher4:18

    Yeah.

16. SGScott Galloway4:18

    I uploaded our deck-

17. KSKara Swisher4:20

    Mm-hmm.

18. SGScott Galloway4:20

    ... that we put together on o- summarizing our business.

19. KSKara Swisher4:23

    Mm-hmm.

20. SGScott Galloway4:23

    And I said... I basically said, "What is the likely deal we will get, and what should we be thinking about?"

21. KSKara Swisher4:29

    Oh.

22. SGScott Galloway4:29

    I mean, this shit is so powerful, and instead of having smart people prompt, people are gonna build a thin layer of innovation.

23. KSKara Swisher4:36

    Oh, yeah. It would call someone in that case, and it's like calling, calling your smart friend. Yeah. Interesting. Wow.

24. SGScott Galloway4:41

    Or, but it'll be proactive. It'll say, "Okay. Here's the new trav- you know, AI-enabled travel," and Expedia's-

25. KSKara Swisher4:46

    I would

26. NANarrator4:47

    agree with that.

27. SGScott Galloway4:47

    ... going very hard at this.

28. KSKara Swisher4:48

    Yeah.

29. SGScott Galloway4:48

    And I just say... it just starts sending me text alerts saying, "Oh, we see you have this coming up. This is, this is your travel itinerary and what we're thinking. Here are the decisions I need from you."

30. KSKara Swisher4:58

    Uh-huh. You know, you just said Expedia. I think they're a ride-the-rails company too. They're gonna benefit. Uh, anyway, they don't have to pay for-

Episode duration: 10:07