Why does Scott Galloway predict Meta will be the surprise winner of AI?

Scott Galloway predicted that in three years Meta, not Nvidia, OpenAI or Anthropic, will be seen as the winner of the AI age. He pointed to models he called roughly at parity with the leaders, direct relationships with 500 million businesses and 3 billion daily users, and the capital to keep spending. Its quarter showed revenue up 26% while headcount fell 15%, which he called the best example of getting a return on AI. Kara Swisher countered that Google is the more likely winner because it is the most useful.

• Galloway expects Meta to build an agent-to-agent network linking its users and businesses through its Muse app.
• Swisher cited Reed Hastings saying AI's poor image will fade once it becomes useful.
• Galloway expects Apple to sit the race out and license AI from the highest bidder.

▸In their words

“I think the surprise winner of AI is Meta.” Scott Galloway · at 1:09:49 — open in the transcript →

Source: our own transcription of the episode. The full conversation is on Pivot (2026-10-23). Read the whole episode summary →

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