Prof G Markets: Is AI CapEx Out of Control? +...

Scott Galloway breaks down why Anthropic is worth more than Walmart, whether we're in an AI bubble, and why traditional advertising careers are in freefall. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the ...  Show more

Alice Han and special guest Ed Elson break down how Chinese investors are increasingly being shut out of America’s hottest IPOs — even as China pours hundreds of billions into AI, robotics, and next-generation tech. They talk about the growing financial and technological divide b ...  Show more

Ed Elson unpacks the deal to take Electronic Arts private and shares what he thinks the investors see in the company. Wedbush’s Michael Pachter also joins producer Claire Miller to break down why Saudi Arabia’s public investment fund is so interested in the company. Then, Ed and ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ...  Show more

Scott and Ed open the show by discussing Disney, Novo Nordisk and Uber’s earnings. Then they break down Spotify’s results and discuss Chappell Roan’s Grammy speech criticizing the music industry. Scott outlines how she could drive real impact in the industry, while Ed explains wh ...  Show more

Ed and Scott are joined by Mark Cuban, serial entrepreneur and investor, to discuss the challenges facing today’s media ecosystem. Mark shares his take on what happened with Jimmy Kimmel, his thoughts on the TikTok deal, and how he believes AI will ultimately impact employment. H ...  Show more