Predictions 2025: The Rise of Gen X & Americana

Future Commerce

In our biggest episode of the year, we explore seismic shifts coming in 2025: from the return of Gen X leadership to a new wave of American counterculture. We revisit our eerily accurate 2024 predictions while laying out bold forecasts for retail consolidation, AI evolution, and the changing media landscape. Plus, we dive deep into why Google might be poised for a massive comeback and how Walmart is transforming into a media empire.

"Quantum Intelligence & Objective Truth": Key Moments from Our 2025 Predictions

• On Taste & Truth (13:12) - "I believe that taste is the unique ability to recognize objective truth in situations where subjectivity reigns supreme." - Brian
• The Future of Retail (34:50) - "In the retail sector, we will see larger holdcos start to downsize by breaking off individual pieces into smaller entities so they can reorganize and pass regulatory muster when selling divisions later." - Phillip
• Hardware Renaissance (54:41) - "The excitement around content actually represents a deeper desire within people for well-designed, bespoke hardware technology." - Brian
• Urban Transport Evolution (1:39:14) - "eVTOL will be a huge tech winner in 2025, creating a paradigm shift in urban transport - starting as the luxury option Uber envisioned in 2017." - Phillip
• Political Realignment (1:59:00) - "There's something latent here around realignment in how people think about the political spectrum post-second Trump presidency. Many political orphans, both right and left, don't know where they fit." - Brian
• The Innovation Paradox (2:18:43) - "When solving problems, we inevitably miss the new problems our solutions will create. It's easy to walk into dystopia thinking you're walking into utopia." - Brian

Associated Links:

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