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Prof G Markets
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Scott Galloway and Ed Elson daily briefing on markets, earnings, and Big Tech.

In the last 30 days, Prof G Markets produced 212 attributed ideas; most-discussed: TSLA, META, SPCX.

49
Ideas · 7d
212
Ideas · 30d
737
Ideas · all time
113
Episodes
Names this show discusses most
30D
TSLA · 5META · 5SPCX · 1NVDA · 1CRWV · 1GNRC · 1
90D
TSLA · 5META · 5SPCX · 1NVDA · 1CRWV · 1GNRC · 1

Theses first heard here · 15

AI buildout not a dot-com bubbleFIRST HEARD 26 OCT
Apple's premium smart home push faces adoption hurdleFIRST HEARD 5 OCT · AAPL
Liability should fall on AI developers, not usersFIRST HEARD 25 SEP
AI investment bubble insensitive to rates... for nowFIRST HEARD 17 SEP
AI extinction fears as fundraising narrativeFIRST HEARD 16 SEP
Latest attributed ideas · most recent first
27 OCTTODAYThe $800 Billion Catch Behind Anthropic's IPO
Anthropic's S-1 masks a massive compute liability
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27 OCTTODAYThe $800 Billion Catch Behind Anthropic's IPO
Bond rally signals equity euphoria broken
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27 OCTTODAYThe $800 Billion Catch Behind Anthropic's IPO
Hyperscalers insulated from AI bubble deflation
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27 OCTTODAYThe $800 Billion Catch Behind Anthropic's IPO
Anthropic's IPO timing as a strategic window
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27 OCTTODAYThe $800 Billion Catch Behind Anthropic's IPO
Semiconductor complex vulnerable to AI slowdown
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27 OCTTODAYThe $800 Billion Catch Behind Anthropic's IPO
AI data center financing wall hits neoclouds
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26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Tesla-SpaceX merger as a governance and valuation trap
SHOWS SPLIT9 SHOWS · NOT ALL ON THE SAME SIDETSLAOpen in Zortix →
26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Meta as the AI trade with unmatched distribution
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Elon Musk faces intense political and legal scrutiny
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26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
SpaceX's $2T valuation seen as inflated
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESPCXOpen in Zortix →
26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Merger consolidates Musk's control
TSLAOpen in Zortix →
26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Musk's strategy: promise over performance
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26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
AI capex glut narrative overblown
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26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Public markets pricing in AI risks
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26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
AI bubble concentrated in private markets
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26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Anthropic's financials mischaracterized
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26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Lesson: Leaders need a big vision
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26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
SpaceX's business moats vs Tesla's fading story
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26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Hyperscalers' spending as a defensive moat
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26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
NVIDIA's valuation disconnect
NVDAOpen in Zortix →
24 OCT3D AGOThe AI Bubble Isn't Where You Think It Is
AI bubble in private startups, not public markets
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24 OCT3D AGOThe AI Bubble Isn't Where You Think It Is
AI risks already priced into public chip stocks
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24 OCT3D AGOThe AI Bubble Isn't Where You Think It Is
Anthropic IPO likely delayed or priced down
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24 OCT3D AGOThe AI Bubble Isn't Where You Think It Is
Anthropic's 'adjusted' profitability masks real costs
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23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Regulatory barriers protect incumbents, stifle competition
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23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Pass-through businesses dominate US business income
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23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Tax code loopholes favor business owners over earners
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23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Business owners are overrepresented in politics
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23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Incremental business building sustains the American dream
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23 OCT4D AGOMeet The Millionaire Class That Really Runs America
American dream alive in unglamorous business building
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION