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Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what’s happening, why it matters, and how to stay ahead.
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Ed Elson is joined by John Foley to break down Anthropic’s amended S-1 and whether investors should be paying attention to the company’s potential credit rating. Then Deirdre Bosa returns to explain why the Nasdaq just entered correction territory and what the sentiment is like in San Francisco. Finally, Mark Zandi joins to assess the state of the economy ahead of the midterms.
John Foley is the Head of the Lex column at the Financial Times. Deirdre Bosa is the Founder & Host of Deirdre Bosa Live. Mark Zandi is the Chief Economist at Moody's Analytics.
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Scott Galloway and Ed Elson discuss how voters have been affected by the Trump administration’s economic policies and what that could mean for the midterm elections. Then, they break down the latest Big Tech earnings, including whether Google is a buy, why Scott continues to be impressed by Apple’s decision to stay out of the AI arms race, and why Ed thinks investors are right to focus on capital expenditures and financial discipline. Finally, they discuss Instagram Features, why it could spell trouble for Netflix, and how the streaming giant should respond.
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Ed Elson sits down with Misha Laskin, co-founder and CEO of Reflection, to discuss what drew him to AI, what inspired him to start the company, and the key differences between open and closed-source models. They also explore how Reflection plans to build a sustainable business, why he sees open-source models as a gift regardless of where they come from, and why he believes the company could play an important role in America’s AI future.
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In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why he thinks the Republicans are headed for a historic loss at the midterms.
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Ed Elson and Scott Galloway are joined by Josh Brown to break down Anthropic’s S-1, including why its revenue growth stood out to him and why he doesn’t think the company has much of a moat. He also shares his prediction for the IPO and why he thinks the company has timed its public debut well. Plus, he weighs in on Netflix and what he believes is the company’s biggest problem.
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Ed Elson is joined by Gil Luria to break down Microsoft and Google’s latest earnings, including Microsoft’s AI spending plans and why Google’s results disappointed investors. Then, Michael Gapen returns to explain why the Federal Reserve held interest rates steady and whether political pressure played a role in the decision. Finally, Ed shares his take on Microsoft’s voluntary buyout program.
Gil Luria is the Head of Technology Research at D.A. Davidson. Michael Gapen is the Chief U.S. economist at Morgan Stanley.
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Ed Elson is joined by Steve Eisman to get his takeaways from Anthropic’s S-1, including what data points he thinks investors should focus on and what he makes of the company’s corporate governance structure. Then, Prof G Media’s own Dan Chiolan joins to break down the winners and losers in the autonomous vehicle race. Finally, Ed explains why he thinks the Anthropic IPO is misunderstood.
Steve Eisman is the legendary Big Short investor and Host of the Real Eisman Playbook. Dan Chiolan is a research associate at Prof G Media. To watch a replay of Dan’s autonomous vehicle livestream as well as the rest of our Prof G+ content, you can head to profgmedia.com and click on the “Prof G Plus” tab.
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Ed Elson is joined by Paul Kedrosky to unpack Anthropic’s S-1, including the red flags in the filing and what investors might be overlooking. Then, Robert Armstrong returns to break down why he thinks winter is coming for the stock market and what could trigger a correction.
Paul Kedrosky is a Managing Partner at SK Ventures. Robert Armstrong is the US financial commentator for the Financial Times, and author of the Unhedged newsletter.
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Scott Galloway and Ed Elson break down why Elon Musk is considering a merger between SpaceX and Tesla, what a deal could look like, and the hurdles it would face. Scott also explains the existential threat he believes both companies are up against. Then, they examine the growing challenges facing the AI buildout, including why some chips are sitting idle in warehouses and whether investors have priced in the risks.
Check out Ramp’s AI Index here
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In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the real AI bubble hasn’t actually hit the public markets — yet.
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