E434 - Predictions Victory Lap: How We Called 2025's Commerce Upheaval
Published: December 17, 2025
Duration: 1:35:11
In their ninth year of annual predictions, Philip and Brian revisit bold calls made in late 2024 that proved remarkably prescient. From mega-brand consolidation and Costco's international dominance to Google's stunning comeback and the rise of Anthropic, they dissect what they got right (most of it), what they got wrong (GameStop stands stubborn), and why being months ahead of conversations about tariffs, de minimis rules, and AI supremacy matters.
It is no surprise that culture drove commerce’s biggest shifts.