Office Hours: NVIDIA’s Strengths, Meta’s Virt...

After a year of decoding China's rise, Alice Han and James Kynge sit down for one final episode, and they go big picture on where China goes from here. First: the real AI race isn't just about who has the best model — it's about who embeds AI into the physical economy fastest. Ch ...  Show more

In part two of our Office Hours special on relationships, Scott Galloway and divorce attorney James Sexton discuss whether couples should keep their money separate, why every marriage already has a prenup, and what’s driving young people away from marriage. Plus, they share advic ...  Show more

Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ...  Show more

Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ...  Show more

(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss: - Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and pr ...  Show more

Scott shares his thoughts on Volkswagen’s investment in Rivian and why he thinks the electrical vehicle industry is entering the “Valley of Death”. Then Scott and Ed discuss JPMorgan’s tax management business and Scott breaks down different tax avoidance strategies he thinks more ...  Show more