Scott Galloway’s Predictions for 2026
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What is the opening overview and purpose of this episode?
Mm. Our earliest childhood memories can feel so visceral. I have this memory of my mother standing on the beach, you know, the wind whipping her hair and her jacket, calling into the wind, with my siblings out in the lake and the dam, you know, looming in the distance. But none of these memories were true. This week on Explain It to Me from Vox. Why can't I remember being a baby?
Today's number, 187 million. That's how many minutes our fans spent listening to Prop G Markets in 2025 on Spotify alone. That's equivalent to three hundred and fifty six years. In celebration, Ed, tonight I'm gonna watch Jaws with my son. Uh we're gonna do it a bit different though. We're gonna watch it backwards and it's actually when you watch it backwards, a heartwarming story of a shark who helps people work through their disabilities.
All the podcast jokes are kinda lame. It's like it's like going to therapy and your therapists are people who haven't matured since 2011. Oh, you like that one better. Yeah, I like that one better. I like that. Congratulations, Ed. You're not only thirty under thirty, but we're wasting people's time. We're Pretty good. Pretty good pretty good numbers. Should we do a crime podcast where we where we describe Where we describe hideous murders as like skincare routines? We'd be more successful. True crime podcasts absolutely crush, which I do not understand. I've never found a true crime podcast interesting in the least. How well let's bring in Claire. How does any woman ever be around any man or live in an apartment building or stay in her car when she parks after listening to crime podcasts?
It's basically all the same thing. There's a stranger in town who's introduced early in the podcast who commits a terrible murder against a woman. They're all the same. Claire.
You want my take on true crime? Do you listen to crimes? I don't listen to them either. You don't listen to them? No. No.
Okay.
I don't I don't listen to a lot of podcasts, Scott. I don't have a lot of time to listen to anything other than You're
supposed to give us a nuanced take on how women how women feel. On how women feel. Yeah. What actually Claire, what what uh i I'm the same way. The first podcast I ever listened to was the one I was on with Kara Swisher. I still don't listen to this one. But what um What podcast do you listen to, Claire?
I actually I listened to one podcast recently called Articles of Interest that's all about how our fashion industry is inherently linked to the y the American military.
Whoa.
And it's been an exploration of kind of how each war has shaped what we wear as Americans. I think that one's pretty fascinating. I think you would like it actually. That
sounds cool.
Articles of interest. Yeah.
Ed, what do you listen to? I listen to me I listen to m Who else?
I listen to Lex Friedman sometimes actually. I've been listening to that. Yeah. It's been good. Lex. Um yeah. Well that was fascinating. Let's move on from these personal interest stories. Um You know you know you're the one who started this. Did you know that? Yeah. I was just hoping I had more interesting friends. Why do you ask a more interesting question? What are you guys doing over the two? What are you guys doing over the what am I listening to? I listen to the daily. Um I used to listen to Radical History and then I realized no one was watching me listen, so I don't need to listen to them because I'm not impressing anybody. Um That's funny. So I mostly I listen to our stuff. I listen to occasionally I listen to an interview that Kara does on On with Kara Swisher.
I really like the Daily. I think they do a great job and it makes me feel very old and very white. I'm kind of settling into get off my lawn when I'm listening to the daily. I like that that guy asks a couple of questions that his producer tees up and then every few seconds goes, huh? Huh. So what you're saying is it was difficult. I'm like, a lot of skill there. What do you mean by that? By the way, I made fun of him and supposedly he's really upset and all butthurt that we made. We're talking about Babaro.
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Chapters
6 chapters
1
What is the opening overview and purpose of this episode?
0:01–4:43
2
How do Scott and the team reflect on the past year’s performance and growth?
4:43–24:27
3
What are Scott Galloway’s first 2026 prediction about AI‑related stocks and Chinese competition?
24:27–31:21
4
Why does Scott predict a burst in the data‑center construction bubble?
31:21–38:00
5
How will the Nvidia‑OpenAI duopoly be challenged by emerging competitors?
38:00–46:18
6
What is the outlook for Waymo and autonomous‑vehicle economics in 2026?
46:18–53:50
Speakers
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