Scott Galloway’s Predictions for 2026

🎙️ The Speakers & Context

• The Format: End-of-year panel predictions episode with high-energy banter and forensic market breakdowns.
• The Key Players:
  • Scott Galloway (Professor/Entrepreneur/Podcaster): Built and sold multimillion-dollar companies, advises on media and tech strategy with prescient calls like Quibi's failure.
  • Ed (Co-Host): Runs daily business markets show, scaled it from twice-weekly to 5x/week with explosive growth targeting under-35 audience.
  • Claire (Co-Host/Producer): First-job phenom who won Webby and Signal Awards for Best Business Podcast, driving team execution.

🎣 The Executive Hook

• The "One Big Idea": AI infrastructure valuations collapse under Chinese dumping and power constraints, shifting trillions in market cap to application layers like robotics and autonomous vehicles where execution trumps hype. Chinese open-weight models hit 90% performance at 30% cost, forcing US incumbents to correct while leaders like Amazon and Waymo capture margins via real-world deployment.
• Why It Matters: Trump's erratic tariffs accelerate China's export pivot (US share down from 17% to 10%), colliding with US grid delays (5-8 years for connections, needing $10T/250 nukes) amid Fed tightening signals.