Prof G Markets: Is Reddit Undervalued? + Netflix Goes After Podcasts

Prof G Markets: Is Reddit Undervalued? + Netf...

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Can Journalism Survive AI? — with NYT CEO Meredith Kopit Levien

Meredith Kopit Levien, CEO of the New York Times, joins Scott Galloway to break down the future of media. They discuss the Times’ subscription strategy, the battle between AI companies and publishers, and why high-quality journalism is still a human business. Plus, a candid conve ...  Show more

Raging Moderates: Trump’s Iran War Plan Falls Apart as Allies Walk Away

Trump is facing pressure on all fronts — and the cracks are starting to show. Abroad, tensions with Iran are escalating fast after a reported strike near Tehran killed a top Iranian leader. As the situation spirals, Donald Trump is pushing U.S. allies to help secure the Strait of ...  Show more

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Is Reddit Undervalued? + Netflix Goes After Podcasts
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Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private schools and the EU’s investment in AI. Then they break down Reddit’s earnings, explaining why the company has significant room for growth. Scott and Ed also discuss Netflix's pote ...  Show more

Can A Podcast Change Southwest Airlines? + The College Consulting Business
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Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he thinks Elliott's new podcast is a smart tool for i ...  Show more

Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
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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

Why Are Millionaires Moving Abroad? + The Biggest Deals in Podcasting
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Scott and Ed open the show by discussing the UK’s investigation into Microsoft’s Inflection acquihire, as well as Nippon Steel’s potential acquisition of US Steel and Andreesen Horowitz’s decision to close its Miami office. Then Scott shares his thoughts on why millionaires are f ...  Show more