Prof G Markets: OpenAI’s $90 Billion Valuatio...

Audio excerpted with permission of Penguin Random House Audio from I DISAGREE by Jessica Tarlov, read by the author. Learn more about your ad choices. Visit podcastchoices.com/adchoices 

George Hahn connects the dots across the week’s biggest stories: why California may impose a one-time tax on billionaire wealth, how Tucker Carlson could pair right-wing culture with populist economics, and why China’s decades-long infrastructure strategy may give it an advantage ...  Show more

Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explaining why it’s a win for shareholders and a potential ...  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

Scott and Ed open the show by discussing the DOJ’s antitrust lawsuit against Visa, Meta’s new AR glasses and the recent executive resignations at OpenAI. Then Scott explains why Palantir is one of the most overvalued companies in tech, and why he thinks the brand has resonated wi ...  Show more

Scott and Ed open the show by discussing the Federal Reserve’s rate cut decision, SpaceX’s deal with United, Blackrock and Microsoft’s AI infrastructure fund, and Instagram’s new teen accounts. Then Scott and Ed share their reactions to Lionsgate’s partnership with an AI company. ...  Show more