— Topic —
5 receipts tracked • 75% industry hit rate
— Filed —
RECEIPT #SCOTT-
JAN 05, 2024
PREDICTION BY
Scott Galloway“His 'stock pick' was Alphabet.”
FOLLOW-UP
The OMR article states that Galloway expected a particularly good performance from Alphabet stock in 2024. Without full year-end stock performance data for Alphabet from the provided materials, a definitive verdict cannot be rendered. The outcome is still developing.
ORIGINAL SOURCE
omr.comRECEIPT #SCOTT-
JAN 05, 2024
PREDICTION BY
Scott Galloway“the 'empire' will strike back”
FOLLOW-UP
Galloway's forecast was a bet on Google's large-data advantage and competitive response to AI disruption. The supplied results do not provide a definitive 'winner' outcome by end of 2024, and the 'striking back' is an ongoing process. The outcome is still developing.
ORIGINAL SOURCE
omr.comRECEIPT #SCOTT-
JAN 01, 2024
PREDICTION BY
Scott Galloway“the AI bubble won’t burst, but it will deflate.”
FOLLOW-UP
While AI remained a strategic priority, later 2024 commentary suggested that valuations had indeed softened or peaked, rather than experiencing a full collapse. The prediction of 'deflation' rather than a 'burst' is consistent with the market narrative where intense hype cooled but the underlying technology continued to develop. The OMR article (Jan 2024) confirms Galloway's belief in 'Peak AI'.
ORIGINAL SOURCE
medium.comRECEIPT #BEN-TH
FEB 12, 2026
PREDICTION BY
Ben Thompson“there’s this mindset in the Valley of this skepticism of advertising and people have sort of internalized that it’s bad and evil.”
FOLLOW-UP
The skepticism towards advertising by some in "the Valley" is an ongoing cultural observation, and its evolution is continuous. It could be argued that this skepticism remains present or shifts over time.
ORIGINAL SOURCE
Cheeky Pint (Substack)RECEIPT #BEN-TH
JAN 28, 2025
PREDICTION BY
Ben Thompson“One of the most paradoxical aspects of AI is that while it is hailed as the route to abundance, the most important financial outcomes have been about scarcity. … Meanwhile the most obvious commercial opportunity remains large tech companies that already have scaled cloud and ad businesses, business models that are uniquely compelling in the short and medium term.”
FOLLOW-UP
Financial gains have accrued to cloud and AI infrastructure providers and large platforms with integrated ad/cloud businesses, consistent with the prediction.
ORIGINAL SOURCE
Stratechery