2025 Predictions: Tech, Business, Media, Politics!

Considered a breakout independent third-party candidate in the US.

Discussed in the context of no soldiers losing their lives in the Russia-Ukraine conflict and aggressive posturing from the Trump administration.

Its transaction volume is compared to dollar-denominated stablecoin transaction volume, highlighting the latter's growth and potential to disrupt the payment duopoly.

Co-founder and CEO of Circle, the issuer of USDC. Mentioned as someone who offered to rebuild payment rails using US dollar stablecoins for a host's research product.

OpenAI's AI model, used as a benchmark for comparison with Google's Gemini Deep Research, which is deemed superior.

Bought Sunday Ticket and is happy with it. Expected to buy more sports rights to leverage dynamic advertising.

Cited as an example of old defense and aerospace providers that will struggle in 2025.

Mentioned as a company that will benefit from the shift towards tech-oriented defense spending, contrasting with traditional defense contractors.

Mentioned as being involved in Nissan's alliance, and part of the auto industry needing consolidation.

Its potential IPO or divestment of TikTok was a previous prediction by the host.

Predicted to be sold by Jeff Bezos in 2025. Also mentioned as one of the Legacy Media Outlets trying to return to classic journalism.

Mentioned as a potential third company to produce high bandwidth memory (HBM), depending on whether they 'get their act together'.

A coming movie in James Gunn's DC Universe, highly anticipated.

The second season is the most anticipated media for Gavin Baker, comparing it to 'Game of Thrones'.

A TV series with Taylor Sheridan, currently being enjoyed by one of the hosts.

Its O1 and O3 models are discussed as examples of AI making rapid progress due to new scaling axes like reasoning.

Anticipated to receive a very bad deal for Russia and Ukraine from a Trump administration, leading to a humiliating defeat for Putin.

A movie directed by Ruben Östlund, referenced by Chamath Palihapitiya.

Predicted to be the biggest political loser of 2025, with China decoupling and Trump taking a tougher stance on Russia.

Predicted as political losers in 2024 due to the shift in Republican party control and donor influence, with their political investments essentially going to zero.

Unitree's humanoid robot, priced at $16,000, capable of performing tasks in homes or factories.

Discussed in the context of creating their own currency, similar to how stablecoins could challenge the USD standard.

A payment processing company, contrasted with the lower transaction costs offered by US dollar stablecoins.

Bought NFL games and is happy with them. Expected to buy more sports rights for dynamic advertising.

Part of the on-demand economy, its stock was up significantly. Also a key player in autonomous delivery with Waymo, and a potential acquisition target for Tesla or Amazon.

Apple's virtual assistant, compared unfavorably to Google Gemini for its poor performance.

Allegedly fighting Conor McGregor in India for a large sum of money, viewed as a 'stunt'.

Declassified files related to Jeffrey Epstein, expected to be released by the Trump administration in 2025.

His treatment of '2001: A Space Odyssey' is referenced in the discussion on why advanced alien civilizations would not physically travel.

Mentioned in a Gemini Deep Research report as having lower risk of insolvency or financial collapse compared to peers.

Guest on the podcast from Atreides Management, a crossover firm investing publicly and privately in consumer and tech from series A to mega-cap, managing roughly $4 billion.

Listed as a notable Gen X appointment.

A Supreme Court case that allowed for unlimited spending in elections, which the Koch family allegedly leveraged heavily.

Mentioned as a technology that could teach robots new skills.

CEO of Dell Technologies, mentioned as having participated in building xAI and being shocked by its rapid GPU deployment.

Its stock was up 30% in 2024, but its AI (Apple Intelligence) is heavily criticized as performing poorly.

Mentioned as having said the NBA has a big problem.

Signed an agreement to merge with Honda at the end of 2024, signaling consolidation in the traditional auto OEM industry.

Expected to be involved in a significant business deal in 2025, hopefully one that benefits America.

Apple's AI offering, widely criticized by the hosts as being poor and disgraceful compared to Google Gemini.

Allegedly fighting Logan Paul in India for $250 million, viewed as a 'stunt' to bring tourists to India.

One of two companies (with SK Hynix) capable of manufacturing high bandwidth memory (HBM), which is in high demand for GPUs and critical for AI compute.

CEO of Palantir, mentioned for his criticism of sales and marketing practices in the software industrial complex.

James Gunn's DC Universe, with Superman coming out, is highly anticipated media.

Declassified files related to John F. Kennedy, expected to be released by the Trump administration in 2025.

Google's advertising platform, which could dynamically create personalized ads for sports viewers, mitigating the loss of traditional pharma ads.

Mentioned in a Gemini Deep Research report as having lower risk of insolvency or financial collapse compared to peers.

Amazon is reportedly doing drone deliveries there, and housing values/rent have gone down for two years.

Referred to as 'V fake Tuli', listed as an Elder Millennial.

The current UK prime minister, alleged to have not prosecuted Pakistani Muslim men involved in a child rape scandal for fears of stoking Islamophobia.

A robot from Unitree Robotics, priced at $1,600, with an API, LiDAR, and intelligent guidance systems. It can run payloads and navigate challenging terrain.

Tesla's autonomous driving technology, believed to be functional today and on the verge of mainstream adoption.

Praised for its comeback in AI and the Gemini Deep Research product. Seen as a major AI winner due to heavy investment and internal application of AI for earnings growth.

Criticized for trading at 2-4 times the book value of its Bitcoin holdings, deemed unsustainable.

Listed as a major cloud provider that will compete directly with OpenAI by offering compute resources and having internal AI services, potentially disadvantaging OpenAI.

Chinese company providing food delivery via drones, demonstrating the advanced use of autonomous delivery in China.

His fight is mentioned as 'disgraceful' by the host, leading to speculation about whether it was staged.

Referred to as 'Demus'. Won a Nobel Prize, linked to predictive models in AI-driven discovery in pharma and bioengineering, fulfilling a previous prediction.

A movie that was anticipated last year but was deemed 'mid'.

Mentioned in a theory about how the pyramids might have been built, using water and channels for flotation.

Arthur C. Clarke's work, referenced in the discussion about advanced alien civilizations and physical travel.

Identified by a Gemini Deep Research report as having the highest risk of insolvency or financial collapse among large US banks.

Starting to rearm, which will allow America to reallocate resources away from Europe and towards the Pacific.

The AfD party is predicted to win in 2025.

Proposed location for a Logan Paul vs. Conor McGregor fight, intended to attract tourists.

Director of several amazing movies, including 'Force Majeure', referenced by Chamath Palihapitiya.

Listed as an Elder Millennial and expected to be part of the shift against pro-war neocons.

Predicted to win if there is a deadlock election in France.

Predicted as a political loser in 2024 by one of the hosts.

An AI model, compared to ChatGPT and Claude, for which Google's deep research model is considered superior.

A management consulting firm, used to illustrate the quality and depth of reports generated by Google's Deep Research, comparing AI output to expensive human consulting work.

Mentioned as a company that will benefit from the shift towards tech-oriented defense spending, contrasting with traditional defense contractors.

Perceived as having acquired OpenAI's source code and compute, no longer needing OpenAI, positioning it as a major competitor.

Microsoft's cloud computing service, from which buying compute puts a company at a disadvantage compared to internal services.

Part of the on-demand economy, its stock was up significantly. A potential acquisition target for Amazon or Tesla to create a 'super app' for delivery.

Mentioned as someone to whom The Washington Post could be sold, and as being upset about Legacy Media Outlets steering towards the middle.

Mentioned as a Chinese tech company that looks 'pretty cheap' with a decent multiple, potentially poised for a good run if macro conditions align.

An investment by the host, mentioned as an example of efficiency through AI advancements in labor and outsourcing.

One of the original pioneers in AI, who gave a scary talk about models that reason being inherently unpredictable.

A Star Wars series, highly anticipated by the host.

One of the Legacy Media Outlets steering towards the middle and trying to get back to classic journalism, causing internal chaos.

Used as a benchmark for compelling TV shows, comparing 1923 to it.

The creator behind 'Landman' and other praised TV shows, identified as being 'in the zone'.

Mentioned for having deported over two million people, making him 'really tough on the border'.

Mentioned in a Gemini Deep Research report as having lower risk of insolvency or financial collapse compared to peers.

Cited as an example where accelerating GDP growth under Peron did not benefit everyone equally, leading to socialist policies.

Expected to receive resources reallocated from Europe by America.

Justin Trudeau is predicted to lose massively to Pierre Poilievre in 2025.

Discussed in relation to a child rape scandal and the potential fall of the Labour government, leading to Nigel Farage winning.

Host of the All-In Podcast.

A notable Gen X appointment and a new class of donor influencing Republican policy. Praised for building out xAI's infrastructure.

Predicted to massively defeat Justin Trudeau in Canada in 2025.

Predicted to win in the UK if the Labour government falls.

Its GPUs are mentioned as driving the demand for compute, and the company is seen as a long-term winner due to AI growth.

Co-founder and CEO of NVIDIA, mentioned as having participated in building xAI and being shocked by its rapid GPU deployment.

A management consulting firm, used to illustrate the quality and depth of reports generated by Google's Deep Research, comparing AI output to expensive human consulting work.

Its stock was up, and it filed a lawsuit against OpenAI, fulfilling a previous prediction.

Signed an agreement to merge with Nissan at the end of 2024, signaling consolidation in the traditional auto OEM industry.

Referred to as 'Stantis'. European auto OEM, whose future is questioned in the face of industry pressures.

An autonomous drone delivery company, invested in by Gavin Baker's firm, seen as the best way to deliver anything to suburban areas.

Predicted to sell The Washington Post in 2025, after having bought it and stepped down from Amazon, and after a 'midlife crisis' phase.

An amazing animated Star Wars series taking place during the prequels, recommended for watching with kids, with a prediction of a live-action series.

Declassified files related to Sean 'Diddy' Combs, expected to be released by the Trump administration in 2025.

Identified by a Gemini Deep Research report as having the highest risk of insolvency or financial collapse among large US banks due to recent net loss, lower Common Equity Tier 1 (CET1) ratio, and high exposure.

China's goal of reunification or invasion is discussed, with Europe's rearmament making it harder for China.

Its role as a client state of Russia, its massive buildout of electricity, drones, robots, and autonomous vehicles are discussed. Chinese tech stocks are pitched as a best performing asset, contingent on a 'great deal' with the US.

A crossover firm that invests publicly and privately in consumer and tech companies, ranging from Series A to mega-cap, managing approximately $4 billion.

Predicted to win centrists in 2024, to be tougher on Putin than expected, and lead to a deal bad for Russia and Ukraine. His administration is also predicted to release declassified files.

Described by Trump as 'absolutely crazy' but useful in negotiations for creating a bellicose image.

A stablecoin mentioned in Congressional hearings for its alleged use in terrorism, sanctions evasion, and human trafficking.

A US dollar stablecoin, mentioned as a more efficient payment rail due to lower transaction costs.

A research and advisory company, used to illustrate the quality and depth of reports generated by Google's Deep Research, comparing AI output to expensive human consulting work.

Predicted as a business loser due to declining viewership, lack of rivalries, and eventual decrease in future TV deal values, though countered by the argument that big tech companies are happy with sports rights.

Bought NFL games and is happy with them. Expected to buy more sports rights for dynamic advertising. Also mentioned as a potential acquirer of DoorDash or Uber.

Criticized for its $7 billion valuation despite only $4-5 million in revenue.

A Chinese car manufacturer producing cars cheaper than competitors with good full self-driving capabilities, making it a key global competitor.

Google's foldable smartphone, mentioned as having Gemini working perfectly and outperforming Siri/Apple Intelligence.

A TV series that was anticipated last year but one of the hosts didn't finish watching.

Described as a client state of China, predicted to face decoupling from China and a bad deal with Ukraine under Trump, leading to a humiliating defeat.

A prediction market platform where people can place wagers or investments on outcomes, used to track the podcast hosts' super predictions.

His cabinet's average age is compared to Trump's potential younger cabinet picks.

Predicted to lose massively to Pierre Poilievre in Canada in 2025.

Praised for its FSD (Full Self-Driving) technology, which is seen as crossing into mainstream adoption. Also a potential major AI winner and a key player in the autonomous vehicle space, with potential for partnerships or acquisitions in delivery.

Their new model, O3, is noted for its combination of reasoning and test-time compute. However, later predicted to be the biggest business loser, with its $57 billion valuation seen as a peak, and potential issues with its non-profit to for-profit transition and competition.

Its duopoly with Visa is anticipated to be attacked by stablecoin usage.

Elon Musk's AI company, praised for its rapid build-out of 100,000 GPUs and positioned as a major AI winner. Expected to compete directly with OpenAI.

Its stock was up 24% in 2024, and it licensed data for AI training, fulfilling a previous prediction.

European auto OEM, whose future is questioned in the face of industry pressures.

Its potential divestment was a previous prediction, and its ban is currently halted by the Trump administration.

His successful use of credit default swaps during the COVID-19 crisis is referenced as an example of making significant money on an insurance policy.

One of the Legacy Media Outlets steering towards the middle and trying to get back to classic journalism, causing internal chaos.

Expected to receive resources reallocated from Europe by America.

Marine Le Pen is predicted to win if there's a deadlock election.

Mentioned for a technical term he uses to describe a third person's skiing technique.

His actions regarding Europe's rearmament and resource allocation away from Europe are discussed as a disaster for China's reunification goals with Taiwan. Predicted to begin decoupling from Putin.

Cited as an example of old defense and aerospace providers facing 'failure at scale' and being too clunky and bureaucratic, due to space program failures and airplane business challenges.

Cited as an example of old defense and aerospace providers that will struggle in 2025.

Alphabet's autonomous driving technology, which has rapidly gained market share in San Francisco and is expanding to other cities. Predicted to be involved in a massive financing, IPO, or M&A deal.

Its market share in San Francisco has been significantly impacted by Waymo's entry.

A figure to whom the website 'disgraziad.com' (a slang term for disgraceful) redirects, bought by the host Jason Calacanis after the Tyson fight.

Referenced as a past financial fraud from China that caused many investors to adopt a 'no China guideline' for investments.

Chamath's venture firm, an example of building next-generation AI businesses with significantly lower cost structures compared to traditional enterprise software companies.

A TV series that Chamath loved.

Prediction market proposed for whether the 'Mag 8' representation in the S&P 500 shrinks below 30%.

Came to power in Argentina in the mid-1940s, a period of high GDP growth that still fueled socialist movements.