As read by George Hahn. https://www.profgalloway.com/2025-predictions/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Full Episode
Megan Rapinoe here. This week on A Touch More, we are live from New York for the Liberty's home opener with an extra special guest, Brianna Stewart. We talk about the Liberty's newest additions, the best lessons Stewie ever got from Sue, and what it was like to be at the Met Gala this year. And of course, we couldn't let her go without asking her about that 2024 foul call.
Check out the latest episode of A Touch More wherever you get your podcasts and on YouTube. Hey there, this is Peter Kafka. I'm the host of Channels, the show about what happens when tech and media collide. And this week, we're talking to Adam Mosseri, who runs Instagram and who also runs Threads. And he told me what Threads was originally going to be called.
I called it Textagram as a joke, which unfortunately stuck as a name for months before I managed to kill it. Textagram, great name. You're making me regret telling you this. That's this week on Channels, wherever you listen to your favorite podcast. I'm Scott Galloway, and this is No Mercy, No Malice. The best way to predict the future is to make it. 2025 predictions, as read by George Hahn.
Predictions are a terrible business. If you get it right, the events leading up to the prediction render it less bold. If you get it wrong, you'll be reminded of your gaffe 10,000 times a day, like on Twitter. The purpose isn't really to be right, in fact, but to catalyze a conversation. Every year we make predictions. We start by holding ourselves accountable.
To see a report card of our 2024 predictions, check out the written version of No Mercy, No Malice at profgalloway.com. For you listeners, here are our predictions for 2025. Prediction number one, power couple, open vidya.
Since the launch of ChatGPT in November 2022, investors have added a staggering $8.2 trillion to the market valuations of tech's big six firms, Alphabet, Amazon, Apple, Meta, Microsoft, and NVIDIA. For context, the 2024 federal budget was $6.8 trillion.
Companies that referenced AI during their earnings calls registered a 12% increase on average in performance compared to a 9% increase for those that didn't mention it. The AI ecosystem is settling into three layers. Applications like Duolingo, Netflix, and Tesla. AI models like Anthropic, Gemini, and OpenAI, and infrastructure like AWS, Google Cloud, or NVIDIA. Two companies dominate.
OpenAI has doubled its annualized revenue to $3.4 billion in the past six months. And its chat GPT accounts for 56% of premium LLM subscriptions, i.e. people pulling out their credit cards. Over the past 12 months, NVIDIA has reported $96 billion in revenue, four times its 2022 total. I look at peer-reviewed research to evaluate whether a technology is enduring.
Nvidia chips are cited in 19 times more research than those of its competitors combined. For two companies to dominate a technology this early is extraordinary. Prediction number two. The AI company of 2025, Meta. No business is better positioned to register progress in AI than Meta. Nine out of ten Internet users, excluding China, are active on Meta platforms.
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