Ed Elson is joined by Ed Zitron to discuss the state of the AI industry (read: bubble). Zitron argues that every AI startup is unprofitable at its core. Then James Kynge breaks down what to expect from President Trump’s visit to China. Finally, Ed digs into data from the producer price index and what it could signal for inflation and the broader economy.
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May 11
AI’s New Trillion Dollar Mission: Delete Middle Management
Scott Galloway and Ed Elson discuss the growing belief in Silicon Valley that AI won’t just replace workers, but managers too. Then, they break down the proposed pied-à-terre tax in NYC and why they believe taxing luxury second homes makes sense. Finally, they unpack why alcohol ... Show More
1h 14m
May 2025
Prof G Markets: Is Google a Buy? + Is Uber Recession Proof?
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ... Show More
57m 51s
Jan 2025
Prof G Markets: The TikTok Showdown, UnitedHealth’s First Earnings Post-Shooting, and a Banking Boom
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Scott and Ed open the show by discussing the latest inflation report, Meta’s next round of layoffs, and the uncertain future of TikTok. Then Scott breaks down United Health’s first earnings call since the killing of executive Bri ... Show More
47m 40s
Feb 2025
Prof G Markets: Is Breaking Up Intel The Right Move? + The New Gold Rush
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Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bit ... Show More
58m 48s
Dec 2024
Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explain ... Show More
41m 30s