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

Scott Galloway explains why America's $40 trillion debt is different from the panic of the 1990s and what it would actually take to fix it, breaks down how he thinks about key man risk and enterprise value at Prof G, and weighs the trade-offs of living with your parents to save m ...  Show more

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

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 White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its sp ...  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

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