“in h one, the first half of this year, basically, semiconductor exports from China to the rest of the world by value doubled relative to last year. I think when we look at the second half of the year and the year as a whole, we're gonna see record exports of and a growing amount in the next two quarters, I think, of Chinese chips, especially in the, DRAM and memory spaces where China's injecting more supply at cheaper costs.”
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China's semiconductor exports by value in 2026 exceed all prior years, with measurable growth in DRAM and memory chip exports in Q3-Q4 2026.
Scott Galloway predicts Bitcoin and crypto will come under further stress for the rest of 2026.
OpenAI is considering delaying its IPO until 2027
James King predicts that China will have at least 200 Michelin-starred restaurants by 2035, up from 99 in 2025.
OpenAI's ad business will fall short of its $100B 2030 revenue projection by 90% (achieving ~$10B instead)
The global clean technology market will grow from $916 billion to $1.84 trillion by 2030.
Scott Galloway predicts there will be more financial advisors in ten years than currently exist, creating a shortage.
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