The Case for Breaking Up Big Tech

The Case for Breaking Up Big Tech

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The Consumer Is All Right!

Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ...  Show more

Paypal to Stripe: You’re Going to Have to Do Better Than That

Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. ...  Show more

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Scott Galloway Discusses Four World-Conquering Companies
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Bloomberg View columnist Barry Ritholtz interviews Scott Galloway, professor of marketing at NYU's Stern School of Business and author of the recent New York Times bestseller "The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google." Galloway is also the founder of severa ...  Show more

'I love Amazon. Let’s break it up'
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In the final episode of our season on Amazon, NYU professor and “Pivot” podcast co-host Scott Galloway tells Jason Del Rey that Amazon needs to be broken up - and which parts of the company should be spun off first. They discuss Amazon’s ultimate impact on us as consumers, who ar ...  Show more

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Scott Galloway is a Professor of Marketing at NYU Stern, where he's taught for over two decades. He's the founder of several successful companies, including L2 (acquired by Gartner for over $150M), Red Envelope, and Prophet. He's a New York Times bestselling author o ...

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Prof G Markets: Apple’s Headset Bet, Sequoia’s Big Breakup, and Hypocrisy at the PGA Tour
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This week on Prof G Markets, Scott shares his thoughts on what product Apple should be focused on to create more shareholder value, rather than its Vision Pro headset. He also explains the real reason why Sequoia Capital is spinning off its China and India units. And finally, he ...  Show more