Has Apple Lost Its Mojo? + BlackRock’s $23B B...

Ed Elson sits down with Jim VandeHei, co-founder and CEO of Axios, to discuss how AI is reshaping the media industry, what role it should play in newsrooms, and why he believes AI will ultimately make human journalism more valuable. They also discuss how distrust in the media inf ...  Show more

Ed Elson and Scott Galloway are joined by Tyler Cowen to discuss why he’s not concerned about a potential AI bubble, how AI is reshaping the labor market, and why he thinks the data center buildout is ultimately a good thing. They also discuss who stands to benefit most from AI, ...  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

This week on Prof G Markets, Scott reflects on the results of the latest tech IPOs and questions if the public markets are in structural decline. He then shares his thoughts on Disney’s $60 billion investment in its parks and cruises business. Scott also discusses the latest fami ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing Anthropic’s upcoming funding round, a huge drawdown in quantum stocks, and Getty Images’ acquisition of Shutterstock. Then Scott breaks down the Department of Justice’s lawsuit against som ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show with a discussion around why Microsoft and Apple have relinquished their board observer seats at OpenAI. Then Scott breaks down Nike’s fall from dominance, shares some insight from when Nike was a clien ...  Show more