Snapshot · Pivot
Scott had predicted Bending Spoons would have the biggest first-day IPO pop; it rose roughly 42% on its debut, validating his call made the previous week at Cannes.
Where this was said
At 1:03:40 · chapter starts 1:01:20
One week after calling Bending Spoons the biggest first-day IPO pop, Scott gets his victory lap: the Italian internet holding company rose roughly 42% on its debut. [1] — Scott Galloway "Scott predicted Bending Spoons — a European internet holding company nobody had heard of — would have the biggest first-day IPO pop. It sur…" 1:01:25 He explains the mechanism: Goldman and JP Morgan engineer a pop of 20%+ by pricing slightly below market to generate a headline branding event. Bending Spoons must now prove it can continue to make accretive acquisitions at good prices, reduce costs (a euphemism for replacing expensive 40-year-olds with younger staff), and achieve the margin expansion the public market is pricing in. Scott then surveys the big-tech valuation landscape: Meta at a P/E of 21 (historically cheap), Alphabet at 27, and Amazon at 29 against a 20-year average of 55 — his top pick for 2026. SpaceX's $500 billion valuation premium over Meta he calls 'insane.'
Scott predicted Bending Spoons — a European internet holding company nobody had heard of — would have the biggest first-day IPO pop. It surged 42%. He explains how Goldman and JP Morgan engineer these pops as branding events, and what Bending Spoons needs to prove next.
Scott Galloway noted SpaceX rose roughly 22–23% on its IPO debut, in line with his prediction of a 20%+ first-day pop.
Scott Galloway noted Amazon's average price-to-earnings ratio over the past 20 years has been 55x, making its current lower multiple his top large-cap tech pick for 2026.
The largest cloud companies will spend $600–700 billion on AI infrastructure this year, but CFOs are pulling back because they can't show ROI. Scott Galloway predicts a basket of AI infrastructure stocks — NVIDIA, Astera, Marvel, Vertiv, CoreWeave, and the hyperscalers — will fall 20–40% in the next 12 months.
Despite strong download numbers, PropGPT could not push past $1,000–$2,000 MRR due to poor product retention.
After their rebuilt app launched, Eyal and Yali hit $30,000 MRR in just 10 weeks.
PropGPT achieves a 48% conversion rate from app download to free trial sign-up.
For every user who downloads PropGPT, Eyal and Yali generate approximately $3.30 in revenue.
Before the rebuild, PropGPT had a 45% download-to-trial rate but only 13% trial-to-paid conversion, revealing a product quality problem.
PropGPT peaked at $40,000 MRR and 2,000 downloads in a single day during the NBA playoffs campaign.
A single viral influencer video with 600,000 views drove PropGPT's ARR from approximately $8K to $38K in about 3 days.
PropGPT runs at roughly 50% profit margins after accounting for marketing, data APIs, hosting, and tooling costs.
PropGPT spends approximately $10,000 per month on influencer marketing.
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