Follow Prof G Markets: Apple Podcasts Spotify Scott shares his predictions for the year ahead, including his picks for the top investment, technology, and media platform of 2025. He also forecasts what could become the standout IPO of the year. And for the first time ever, Scott ventures into uncharted territory with his prediction for the "chemical of the year." Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
Full Episode
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.
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. Today's number, 37 million. That's how many times a Prop G episode was downloaded in 2024. How do you know I have a podcast? I tell you. Welcome to Property Markets. Ed, that was the best I could come up with. I couldn't come up with something.
That's good. We're just basking in the glory of it. It's pretty incredible, no? I was pretty happy with that number. Yeah, this is the way I think. I'm like, why wasn't it $38 million? Like, it's Ed's fault. I'm a glass half empty kind of guy. By the way, I think Joe Rogan does that, I don't know, in about seven, eight minutes. Yeah. Yeah, true. You put it that way. We got some work to do.
Yeah. That's why we've raised your salary from $7.75 to $7.85 an hour. You're really bringing home the bacon here. That's right.
Well, let's get to it, Scott. For our first episode of the year, we're going to walk through your predictions for 2025. So we'll cover your thoughts on what's in store for tech and markets and media. And we're also going to try to address some of the audience's questions and their comments from your predictions live stream that happened in December. Sound good? Yeah, that sounds great.
Let's do it. Let's jump in. So your first prediction here, a new duopoly is forming. OpenAI and NVIDIA will be the power couple of 2025. Give us your thoughts on the OpenVIDIA prediction. Well, just as there was Wintel, You have what is effectively somewhere between 88% and 90% of traffic to and the percentage of AI searches or queries powered by OpenAI and powered by NVIDIA.
And while there's a few players we talk about, whether it's Claude or we don't really talk about anyone in the chip market, although we talked about IBM, but that was quantum computing, these guys have more dominance, I would argue, than Wintel. But this is the new duopoly of the age. And what's so striking is these are fairly new companies.
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