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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 206 attributed ideas; most-discussed: META, TSLA, NVDA.

51
Ideas · 7d
206
Ideas · 30d
731
Ideas · all time
112
Episodes
Names this show discusses most
30D
META · 5TSLA · 5NVDA · 2SPCX · 1CRWV · 1GNRC · 1AMD · 1INTC · 1
90D
META · 5TSLA · 5NVDA · 2SPCX · 1CRWV · 1GNRC · 1AMD · 1INTC · 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
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
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
Elon Musk faces intense political and legal scrutiny
Open in Zortix →
26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
AI capex glut narrative overblown
Open in Zortix →
26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Public markets pricing in AI risks
Open 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
Open in Zortix →
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
Lesson: Leaders need a big vision
Open in Zortix →
26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Hyperscalers' spending as a defensive moat
Open in Zortix →
26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Anthropic's financials mischaracterized
Open in Zortix →
26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
SpaceX's business moats vs Tesla's fading story
Open in Zortix →
26 OCTYESTERDAYThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
AI bubble concentrated in private markets
Open in Zortix →
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
Open in Zortix →
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
Open in Zortix →
23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Pass-through business income drives top 1% rise
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23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Pass-through businesses dominate US business income
Open in Zortix →
23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Business owners are overrepresented in politics
Open in Zortix →
23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Incremental business building sustains the American dream
Open in Zortix →
23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Tax code loopholes favor business owners over earners
Open in Zortix →
23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Pass-through tax loopholes favor business owners
Open in Zortix →
23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Regulatory barriers protect incumbents, stifle competition
Open in Zortix →
23 OCT4D AGOMeet The Millionaire Class That Really Runs America
American dream alive in unglamorous business building
Open in Zortix →
23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Policy solutions: close loopholes, boost competition
Open in Zortix →
23 OCT4D AGOMeet The Millionaire Class That Really Runs America
Tax breaks for pass-throughs lack economic impact
Open in Zortix →
23 OCT4D AGOMeet The Millionaire Class That Really Runs America
AI as a complement, not disruptor, for tactile businesses
Open in Zortix →
23 OCT4D AGOMeet The Millionaire Class That Really Runs America
AI disruption targets high-profit, non-tactile industries
Open in Zortix →
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION