Prof G Markets: An Nvidia Challenger Files Fo...

George Hahn connects the dots across the week’s biggest stories: how cheaper Chinese models are challenging America’s AI dominance, why Oracle’s growing debt is raising alarms about the AI boom, and what Derek Thompson’s “antisocial century” reveals about risk, isolation, and the ...  Show more

In a conversation recorded live on Substack, Scott Galloway and Derek Thompson discuss the rise of the “antisocial century” — and what our growing isolation is doing to our happiness, relationships, and politics. They also explore the optimization of everyday life, young men’s re ...  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 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

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