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Gary Vee Says the Smartest Investors Are Going Analog

24 Apr 2026

Transcription

Chapter 1: What does Gary Vaynerchuk believe about the rise of analog businesses?

0.031 - 4.596 John Coogan

Gary Vaynerchuk from VaynerMedia. Gary, how are you doing? Welcome back to the show.

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4.616 - 5.877 Jordi Hays

Gary, do you know about Wombos?

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7.119 - 11.003 John Coogan

I do not, my friend. You've got to learn about Wombos. You've got to learn about Wombos. They are the next meta.

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11.163 - 16.089 Jordi Hays

They are the next meta. If you're not doing Wombos in 2026, you're getting left behind.

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16.169 - 31.047 John Coogan

So Wombos are word combos. So the example would be a quiche is quirky and niche. You put it together, and that's quiche. Or Lorraine, lore plus explain. Wait, quiche is a... That was a risky start for the first word.

31.968 - 34.513 Jordi Hays

Lorraine is a better one.

35.394 - 41.544 Gary Vaynerchuk

If I say Lorraine... First and foremost, congratulations.

41.865 - 43.047 Jordi Hays

Thank you.

43.588 - 44.449 Gary Vaynerchuk

Thank you.

Chapter 2: How is AI changing the landscape of entrepreneurship?

464.293 - 472.45 Gary Vaynerchuk

And so I also think, right? And I also think that we're about to see the explosion of analog, right? Like I think this barbell that I keep thinking

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472.43 - 488.711 Jordi Hays

Totally. I've been thinking like, okay, you want to start an apparel brand? You want to go on Instagram or TikTok and duke it out with like 10,000 other brands? Or why don't you like find somebody that has a retail store that they can't rent out and like do a deal with them and just try to get big in your hometown again?

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490.093 - 513.81 Gary Vaynerchuk

And my argument would be and. Like to me this bar, like I just, extreme AI, I think is creating extreme analog. I really do think it's a barbell. I think in the next 10 years, obviously it's 2036, but I feel like it's going to feel like 2050, which actually is bringing the rise of 1950. I couldn't be more impressed with what,

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513.79 - 533.788 Gary Vaynerchuk

Ari Emanuel and others are doing that are investing in all these analog businesses. I could not be more interested in physical retail, in event-driven businesses, in concerts and venues. I think the rise of analog, I have a restaurant business, part of a restaurant group. I keep pushing my partners who are really operating.

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534.068 - 554.689 Gary Vaynerchuk

Let's open a restaurant that makes people check in their phone as soon as they walk in. Let's put people in group tables. You see what's happening with flip phones. Gen Alpha buying them. We see vinyl sales. You know, I've been very at the forefront of collectibles. I felt collectibles was something tangible and was a gateway drug to community.

554.969 - 575.166 Gary Vaynerchuk

If you've never been to San Diego Comic-Con or the Sports Card National or Fanatics Fest. So I think there's a lot of interesting non-digital realities that are coming as a counter move to the insanity of AI advancements. We're literally within a half decade not believing a single video. Not a single fucking video that's on the internet.

575.951 - 596.968 Gary Vaynerchuk

In five years if we're having this video, this interview right now, Most of the audience is trying to figure out if we're real or not. That is very real and has real substantial counter opportunities. So the photographer who's sad when they hear that, I'm like, no, no, no, you might actually crush in a different way.

597.028 - 613.986 Gary Vaynerchuk

And so I'm curious to see what the counter scaled moves are gonna be of the next decade. And I think for any real entrepreneur, They're not crying about AI killing them. They're curious about what AI at scale is going to create opportunity for them.

614.647 - 628.684 John Coogan

Okay. Totally. All right. Let's go deeper on analog. I want your reaction to this headline that for the first time this century, vinyl music sales eclipsed $1 billion in a calendar year.

Chapter 3: What are the implications of zero-cost digital distribution?

629.925 - 633.91 John Coogan

Vinyl records are up something like 10% in 2025.

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633.89 - 638.839 Jordi Hays

Yeah, they're effectively like 10% of global streaming revenue is just vinyl still.

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639.019 - 656.71 John Coogan

It's bigger than CDs. It's making a bigger comeback than other formats. What is your reaction? Is it people looking for wall decorations? Are they actually listening to the vinyl? Do you have any idea of what we should read into that idea of this nostalgic format coming back?

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656.73 - 658.272 Gary Vaynerchuk

I mean, do you see my shelves here?

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658.633 - 658.733

Yeah.

658.713 - 677.599 Gary Vaynerchuk

The only thing I've been thinking about for the last seven, eight years, or not only, but like very hot on this. Yeah, I mean, the answer is yes to both. Some of it's happening with decorative. A lot of it's happening with collectibles. Even more is happening with subconscious counter push to extreme digitalization.

678.423 - 700.127 Gary Vaynerchuk

There are people, this is, by the way, one of the reasons we're not gonna see unlimited television commercials and social media content that's just pure AI from the biggest companies in the world is every time they try to go there, you probably have touched on your show, McDonald's, others, they get such backlash because the whole world is so scared that AI is gonna take their job that the consumer is pushing against it.

700.107 - 721.311 Gary Vaynerchuk

And then that's one part. And then the second part is, yeah, people are starting to do counter behavior consciously and unconsciously. And then there's just swings of swings of trends like, you know, like music sounds great in a great record player. And like people go, this is kind of cool too. And like, it becomes behavioral. It, you know, it starts in the same stuff.

721.331 - 739.427 Gary Vaynerchuk

You know, this it's like the Brooklyn extremists are like, let's go, you know, hippie cool culture and they get their little thing in a little sub pocket. It bleeds out a little bit. Then the Manhattanites feel like they're not cool anymore. So they do it to keep up with the Brooklynites. And then we have that version everywhere in California, Texas and Florida and everywhere in the world.

Chapter 4: How can entrepreneurs leverage both AI and analog experiences?

883.503 - 905.388 Gary Vaynerchuk

And everyone like him and others, especially him, I have so much pride in his building because he's done such a great job. And New York City based when we were always like MBS the best staff. So it's been great to see him. I think anyone who does not realize how substantial the analog opportunities are is really missing the plot of what's happening. And so it gets exciting.

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905.408 - 918.085 Gary Vaynerchuk

It's exciting to think that you can invest in both something that could get as big as, you know, anthropic in an extreme digital world, but also forget about the obvious ones like the giants or the sphere.

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918.065 - 941.811 Gary Vaynerchuk

I'm talking about people rolling up 900 local restaurants and building up a huge, like it compounds 2X what anyone in PE would have thought because people want to go physically out and eat instead of just do seamless. You know, somebody buying up shopping malls, not to make them data centers, but because they think they can make a half experiential, half old mall shopping environment

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941.791 - 964.778 Gary Vaynerchuk

that people are gonna be yearning for. Here's a left field one, like the drive-in movie theater, right? The stuff that dominated the 50s and 60s. When I say that out loud of like, do you think a modern drive-in movie theater, which has done really well and executed super well, do you think that a lot of people would be about that life? I think we can all agree that yes. 100%.

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964.758 - 982.075 Gary Vaynerchuk

And then what happens to the person that does 39 of those and has a real business and flips it? So I think it's a really cool time for a lot of us that watch this show. We're like, oh, crap. We can play on either side of extreme digitalization or analog. Be creative.

982.055 - 999.871 Jordi Hays

Well, yeah, the beauty, you know, the example of somebody making like a modern chain of drive-in movie theaters is like you get all the benefits of AI still. You get to use it to instantly respond to any customer message and help solve problems.

999.891 - 1000.853 Gary Vaynerchuk

What about this?

1001.094 - 1001.194

Yeah.

1001.444 - 1014.466 Gary Vaynerchuk

Now we're nerding out. What if you have 40 of them and now this is seven years from now and you start showing your own films that you make in AI and build your own IP through your own analog distribution? Oh, that's interesting.

Chapter 5: What trends are emerging in the world of live experiences?

1375.488 - 1398.976 Gary Vaynerchuk

They think that logo is gonna get you financial opportunity in a way that I believe has passed us by. You know, it just feels like I want to be part of things that are historically correct or, are just a little more practical and common sense. And so, yeah, I mean, they've come to me a whole bunch of times. This was the first time I was like, you know what? I can join this crew.

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1399.256 - 1414.834 Gary Vaynerchuk

I have something to say about AI marketing and production and the strategies of that. And I hope that me or Cuban or any of the other people they threw at it might get someone to stop and not take on $300,000 in debt that's not gonna be ROI positive.

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1415.219 - 1441.159 John Coogan

yeah uh what are you hearing from sort of like fortune 500 cmos uh like larger company marketers around how if anything they should change in the world of ai around their marketing mix um because we're going to wrap up here and i'm actually going to take your question but try to give an extraordinary amount of value to everyone that i know listens to this epic show

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1441.763 - 1466.735 Gary Vaynerchuk

It's not what they're saying, it's how they're acting, which leads me to the following sentence. Everybody who's watching is highly invested in big companies that spend a lot of money on marketing. Your marketing department is wasting 93 cents of every dollar they spend. We are living in such a radical transformation of the mid-funnel dominating, not the upper funnel and the lower funnel.

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1467.597 - 1471.323 Gary Vaynerchuk

Us three right now, we're on mid-funnel. We are producing content.

1471.344 - 1472.766 Jordi Hays

I was born in the mid-funnel.

1474.163 - 1489.324 Gary Vaynerchuk

This is a production day. This will be post-produced into creative that will go into mid-funnel, organic social, and the teams that do well will go up for brand and down for performance.

1490.406 - 1506.116 Gary Vaynerchuk

Every brand on earth should be spending 20% of their entire marketing budget just on social media organic production because the mid-funnel and TikTokification of social has eaten up the world and we should spend no media dollars against creative that were guessing for the big campaign.

1506.878 - 1529.875 Gary Vaynerchuk

And then when I tell you every Fortune 5000 company is still doing guessing on the upper funnel, sponsorships, ridiculous shit, and in the lower funnel, 2016 EV testing, beta frameworks, when the mid funnel ate up the whole world, and you guys are winning, Gruins is winning, and any personal brand, and many other businesses, and so, That doesn't even get into the AI of it all.

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