Jul 24, 2026 · Episode 737

Trump's Tariffs Return, Kalshi's Midterms Hub, and Elon's AI "Odyssey"

2 predictions · 0–0 · — accuracy

Scott's predictions2

The AI market will bifurcate into high-price, high-margin AI providers that become less relevant versus low-cost Chinese AI providers, with China effectively having won the AI race even though this is not yet widely recognized.
“You're seeing the market in AI bifurcate into German automobile, high high price, high margin Mhmm. Companies that won't be as relevant is the Japanese or the low cost manufacturers, which will be Chinese AI. I think China, quite frankly, I hate to say it, at a certain level has won AI. We just haven't woken up to that yet.”
Tech · Judgment call · by Jul 24, 2027 (inferred)
Not due yetDue Jul 24, 2027
The biggest show on television (e.g., on Netflix or another platform) will become a sixty-minute compilation of two-to-three minute short-form clips, similar in style to Reels or TikTok content, as the 'clip economy' takes over traditional streaming TV.
“And then two, you're about to see the clip economy take over our TVs. I think the biggest show on television, from Netflix or someone else is going to be a sixty minute compilation of two and three minute videos similar to what you see on Reels or TikTok. I think that's about to wash over the traditional streamers.”
Media · Judgment call · by Jul 24, 2027 (inferred)
Not due yetDue Jul 24, 2027