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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Prefer AI To Augment Physical Businesses
- Invest in companies that apply AI to physical operations rather than pure model makers.
- Scott Galloway highlights Amazon as the biggest AI beneficiary because it uses AI and robotics to move atoms faster and cheaper.
Space Is Becoming A New Infrastructure Frontier
- Declining launch costs massively expanded private space investing and created a new addressable market dominated by SpaceX.
- Scott Galloway positions SpaceX as a foundational infrastructure player for future universe-scale markets.
Treat TikTok As A Marketing Power And Geopolitical Risk
- Recognize TikTok's single-channel, addictive UX as an unbeatable marketing power and a risky geopolitical asset.
- Scott Galloway warns forced sales and politicized deals distort market value and raise capital costs for everyone.