The Prof G Pod with Scott Galloway · December 18, 2025 · 20m

No Mercy / No Malice: 2026 Predictions

Scott Galloway (essay)

Annual predictions essay: AI bubble timing (China as catalyst), Amazon as 2026 stock pick (AI + robotics fueling retail margin expansion), political predictions, and tech industry outlook. Galloway's predictions are a mix of data-driven analysis and provocative contrarianism — his track record is mixed but the reasoning is always instructive.

Editorial

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AI bubble: 'when' not 'if' — China as catalyst

Galloway predicts the AI investment bubble will correct, with Chinese AI competitors as the likely catalyst that forces a repricing of US AI valuations.

Claude ChatGPT Gemini

Misc

✧Amazon as 2026 stock pick — AI + robotics argument

✧2025 pick was Alphabet — hit

✧AI bubble: 'when' not 'if,' with China as potential catalyst

✧Published Dec 19, podcast version around Dec 27