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cover of episode Tech in 2025: who's in and who's out

Tech in 2025: who's in and who's out

2024/12/15
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The Vergecast

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D
David Pierce
知名技术记者和播客主持人,专注于社会媒体、智能家居和人工智能等领域的分析和评论。
J
Joanna Stern
N
Nilay Patel
以尖锐评论和分析大科技公司和政治人物而闻名的《The Verge》编辑总监。
Topics
David Pierce:2025年四大科技公司CEO仍将是同一人,因为更换CEO会带来巨大的监管风险,尤其是在与特朗普政府的关系方面。 Joanna Stern:更换CEO的可能性存在,但CEO们认为自己能够应对挑战,他们都是经验丰富的'鲨鱼'。 Nilay Patel:Tim Cook可能会退休,但现在还不是时候。 Joanna Stern:AI泡沫破裂可能会导致对芯片的需求下降,但不会在2025年发生。英伟达目前处于领先地位,即使AI泡沫破裂,其影响也可能滞后。 David Pierce:2025年英伟达成为市值最高公司的可能性较低。 Nilay Patel:英伟达目前处于领先地位,即使AI泡沫破裂,其影响也可能滞后,人们会继续购买英伟达的芯片。 David Pierce:Snap会被收购,但收购方并非苹果,因为苹果并不想要它。 Joanna Stern & Nilay Patel:Snap难以盈利,因此收购可能性较低,因为它是一个极其成功的产品,但却难以转化为成功的商业模式。

Deep Dive

Key Insights

Why are the big tech CEOs unlikely to change by the end of 2025?

The CEOs of Apple, Google, Amazon, and Meta are likely to remain the same because their personal relationships with political figures, particularly Donald Trump, are crucial for navigating regulatory risks. Changing CEOs could disrupt these relationships and expose the companies to more regulatory scrutiny.

Why might NVIDIA become the most valuable company in the world by 2025?

NVIDIA could become the most valuable company due to its dominance in AI chip production. Even if the AI bubble bursts, there may be a lag before demand for chips drops, allowing NVIDIA to maintain its lead and generate significant revenue from AI-related products.

Why might OpenAI transition to a for-profit company by 2025?

OpenAI is likely to become a for-profit company to capitalize on the AI boom and ensure financial sustainability. The pressure to monetize AI technologies will incentivize OpenAI to shift its business model quickly, despite potential legal challenges from Elon Musk.

Why might the government break up a big tech company by 2025?

The government is likely to break up a big tech company, with Google being the most probable candidate, due to antitrust concerns. The Trump administration, which has shown antipathy towards Google, could push for the separation of Google's ad tech business from its search operations.

Why might a major AI scandal shake society by 2025?

A significant AI scandal could occur due to the rapid adoption of AI technologies, particularly in areas like deepfake bullying or institutional failures. These issues could escalate to a crisis point, prompting widespread public outrage and regulatory action.

Why might one of the major streaming services shut down by 2025?

One of the major streaming services (Max, Paramount Plus, or Peacock) could shut down due to intense competition and the difficulty in maintaining subscriber growth. The streaming landscape is becoming increasingly saturated, making it hard for some services to remain viable.

Why might Grand Theft Auto 6 be a game-changer in 2025?

Grand Theft Auto 6 could revolutionize the gaming industry by becoming the most successful game in history. Its launch will likely be a major event, and its success could influence future game development, particularly in the realm of game-as-a-service models.

Why might foldable phones not go mainstream by 2025?

Foldable phones are unlikely to go mainstream by 2025 because Apple, the trendsetter in the industry, has not yet released a foldable device. Without Apple's influence, foldable phones will remain a niche product.

Why might Apple release a television by 2025?

Apple might release a television to expand its presence in the home market and integrate its services more deeply into consumers' lives. The TV could serve as a central hub for Apple's smart home ecosystem, offering a seamless experience across devices.

Why might Waymo's self-driving cars gain popularity by 2025?

Waymo's self-driving cars could gain popularity as they expand to more cities, particularly in regions like Austin and Phoenix. The technology is likely to have its moment in 2025, with more people experiencing and talking about it on social media.

Chapters
The discussion starts by questioning whether the CEOs of Apple, Google, Amazon, and Meta will remain in their positions by the end of 2025. The panelists debate the political and business factors influencing this, highlighting the complex relationship between these companies and the US President.
  • The panelists believe that the current CEOs will likely remain in their positions, primarily due to the perceived risk of regulatory issues if replaced.
  • The discussion touches on the importance of these CEOs' relationships with the US President and how changing leadership might negatively impact their companies' regulatory standing.
  • The CEOs' perceived ability to navigate political and regulatory landscapes is seen as a key factor in their continued leadership.

Shownotes Transcript

For the second episode in our two-part 2025 preview, Nilay and David are once again joined by Wall Street Journal columnist (and friend of The Verge) Joanna Stern to talk about what will, and won't, happen in tech next year. This time, David joins us after a quick jaunt to the end of next year, and relays a bunch of things that happened in tech in 2025. But some of them are lies. Joanna and Nilay have to decide which things really will happen next year, and which won't. As always, the hosts get points for good guesses and negative points for bad ones. And once we're all in late 2025, we'll declare a winner.

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