Nike’s Long Walk

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ...  Show more

The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation dec ...  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

Follow Prof G Markets: Apple Podcasts Spotify  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 Cer ...  Show more

Send us Fan MailNike's been struggling - can the $50B athletic footwear and apparel supplier turn it around?In this segment of Business Breakdowns, Namaan Mian and Jenny Rae Le Roux explore Nike's business and what the iconic brand needs to do to get back to market dominance.Firs ...  Show more

Today’s episode comes from the Your Next Move vault and is a conversation between Inc. editor-at-large Tom Foster and the co-founder and co-CEO of Harry’s Inc, Jeff Raider. He is also a co-founder of Warby Parker. Their conversation goes deep on topics like brand building, e-comm ...  Show more