Oct 30
Trump's War on "Artificial Intelligence," Elon v. Scott, and Google's Wall Street Meltdown
Kara and Scott unpack Trump's bizarre attempt to ban the term “AI,” Elon Musk finally taking aim at Scott, and the final countdown to the midterms. Then, they discuss Microsoft's earnings win, Alphabet's Wall Street stumble, and Nvidia's increasingly circular AI investments. Plus ... Show More
1 h
Oct 27
Anthropic's IPO Filing, Elon's Talarico Obsession, and Elizabeth Holmes' Box Office Surprise
Kara and Scott break down Anthropic’s IPO filing — the revenue, the losses, and the risks to humanity. Then, with just a week to go before the midterms, Elon Musk pours millions into the Texas Senate race, and James Talarico fires back. Plus, Elon admits to restricting Ukraine’s ... Show More
1h 5m
Oct 25
Pivot Extra: From ‘Trump Curious’ to ‘Trump Furious’: Inside the Midterm Odds
With just under two weeks until the midterms, Democrats have reason for cautious optimism. Analysts at the Cook Political Report project the party could flip the House. The Senate, meanwhile, has swung from Republican confidence earlier this year to a jump ball, and the Democrati ... Show More
1h 9m
Dec 2024
The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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, explaining why it’s a win for shareholders and a potential ... Show More
41m 30s
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
Oct 2023
Prof G Markets: OpenAI’s $90 Billion Valuation, FTC Takes on Amazon, and The Recession is Coming
This week on Prof G Markets, Scott shares his thoughts on OpenAI’s new valuation and Amazon’s investment in Anthropic. He also debates the FTC’s case against Amazon with Ed. Finally, he explains why he thinks a recession is on the way (for real this time).
Vote now for Prof G Ma ... Show More
36m 28s
Sep 2024
Is AI the Hollywood Killer? + Amazon’s New Return to Work Policy
Scott and Ed open the show by discussing the Federal Reserve’s rate cut decision, SpaceX’s deal with United, Blackrock and Microsoft’s AI infrastructure fund, and Instagram’s new teen accounts. Then Scott and Ed share their reactions to Lionsgate’s partnership with an AI company. ... Show More
53m 28s
Nov 2022
Amazon set for big job cuts
<p>Amazon is planning to cut about 10,000 jobs, Google got hit with its biggest US privacy penalty, and Beijing has a plan for China’s troubled property sector.</p><br><p><strong>Mentioned in this podcast:</strong></p><p><a href="https://www.ft.com/content/19cb5d06-f60e-41a3-aab6 ... Show More
10m 4s
Sep 2021
👀 “The Dumbledore of DTC” — Warby Parker’s stock. Amazon’s robo-pooch. Debt Ceiling’s drama.
Warby Parker just went public with $56 worth of eyeglasses, but its greatest creation isn’t shades — it’s its business model. Amazon’s biggest new product of the year is a lineup of robots to take over your home, your body, and fly through your kitchen. And the Debt Ceiling drama ... Show More
19m 27s
Aug 2018
Saudi’s PIF May Not Have Cash To Take Big Tesla Stake
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Michel Danechi, Portfolio Manager and Investment Partner at Vedra Partners, on out ... Show More
31m 15s
Kara and Scott evaluate President Trump's recent business decisions from defunding the W.H.O., to his "council to reopen America", and the public/private partnership. They also talk about the possible end of Vision Fund after SoftBank tells investors they may have lost $16.7 billion this year. A court in France is ordering Amazon to halt operations until the ... Show More
