Kara Swisher & Scott Galloway’s 2026 Predictions on AI, Stocks, Trump, and… Lesbians? | Pivot
- Dec 30, 2025
- 38:28
- Full Episode
Kara and Scott check their predictions track record for 2025, and make new ones for 2026. What’s Scott’s big tech stock pick? Who’s getting the next big bailout? Will President Trump make it through another year? And will lesbians be running shit? (Yes.)
00:00 Intro 00:53 AI Predictions 6:32 Business Predictions 11:58 Politics Predictions 24:04 Media Predictions 33:02 Wildcard Predictions
Producers: Lara Naaman Zoë Marcus Taylor Griffin Christine Driscoll
Video Producer: Ronnie Polidoro
Vox Media's Executive Producer of Podcasts: Nishat Kurwa
Send us your questions by calling us at 855-51-PIVOT, or email [email protected]
Brief Summary
Hosts Swisher and Galloway make bold predictions for 2026, covering AI, business, politics, and entertainment trends.
Key points
- AI Duopoly Prediction. Scott predicts a new duopoly in AI with Open AI and Nvidia dominating the market.
- China's AI Dumping. Scott warns of potential AI dumping from China, threatening US tech stocks.
- Amazon's Robotics Future. Scott highlights Amazon's significant investment in robotics and AI for future growth.
- Political Predictions. Cara and Scott discuss predictions for the political landscape in 2026.
- The Rise of AI in Industries. Every industry is now mentioning AI in earnings calls, signaling a major shift.
- The Volatility of Tech Stocks. Major tech stocks have seen drastic declines, raising concerns about their future.
Episode highlights
- AI Duopoly PredictionScott predicts a new duopoly in AI with Open AI and Nvidia dominating the market.“2025 will be the year of a new duopoly.”1:02Dec 30, 2025
- China's AI DumpingScott warns of potential AI dumping from China, threatening US tech stocks.“China is going to say, 'Okay, the fastest way to kick this guy in the nuts...'.”3:43Dec 30, 2025
- Amazon's Robotics FutureScott highlights Amazon's significant investment in robotics and AI for future growth.“Amazon is really the Ford of the 21st century.”8:54Dec 30, 2025
- Political PredictionsCara and Scott discuss predictions for the political landscape in 2026.“I feel like we’re going to have President JD Vance by the end of 2026.”14:26Dec 30, 2025
- The Rise of AI in IndustriesEvery industry is now mentioning AI in earnings calls, signaling a major shift.“One in five earnings calls are now talking about it.”18:09Dec 30, 2025
- The Volatility of Tech StocksMajor tech stocks have seen drastic declines, raising concerns about their future.“Alphabet was down 65%, Microsoft 70%.”18:16Dec 30, 2025
- The Dark Side of GamblingGambling addiction leads to high suicide rates and increased bankruptcies.“One in seven men who gamble are addicted.”21:32Dec 30, 2025
- The Future of Hollywood and AIAI is set to transform Hollywood, reducing production costs and changing content creation.“AI is coming for Hollywood and it's not going to mean a thing.”27:29Dec 30, 2025
Tension
45/ 100Some tension
