How Big Tech Offloaded The Risk Of AI
Episode Date: July 27, 2026Scott Galloway and Ed Elson unpack why they think investors should be paying closer attention to the off-balance-sheet obligations behind Big Tech's A...
Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Tune in every Monday and Thursday for no mercy, no malice insight from Scott Galloway and Ed Elson on high flying stocks, booming sectors, and master of the universe CEOs. Like it or not, we live in a capitalist society. The key to navigating it? Talk about money. Part of the Vox Media Podcast Network.
372 episodes transcribedScott Galloway and Ed Elson unpack why they think investors should be paying closer attention to the off-balance-sheet obligations behind Big Tech's A...
Ed Elson and Scott Galloway are joined by Noah Smith for a livestream to discuss what AI issues he thinks deserve more attention and whether or not he...
Ed Elson is joined by Ed Zitron to explore why AI companies have racked up so much debt and how they are able to keep it off their balance sheets. The...
Ed Elson is joined by Peter Harrell to break down the new tariffs on Canada and whether or not there could be more trade chaos on the horizon. Then, R...
Ed Elson is joined by Matt Smith to break down how the latest developments in the war with Iran are affecting oil prices and where he thinks gas price...
Scott Galloway and Ed Elson unpack OpenAI's turbulent week and assess the biggest threats facing the company. They discuss why China's latest AI model...
Ed Elson and Scott Galloway are joined by Mike Novogratz to discuss why crypto has struggled this year and where he thinks the industry goes from here...
Ed Elson is joined by Nicolas Owens to break down how SpaceX shares fell below their IPO price and where the stock might go from here. Then, Bradley T...
Ed Elson is joined by Mark Zandi to break down what the latest inflation report reveals about the state of the economy and what it could mean for the...
Ed Elson speaks with Alex Kantrowitz about what Apple’s lawsuit against OpenAI could mean for the startup’s hardware and IPO ambitions. Then, Luke Kaw...
Patrick Boyle, professor at King’s College London and portfolio manager, fills in for Scott. He and Ed discuss how SpaceX’s stock has traded over the...
Ed Elson sits down with Sebastian Mallaby to discuss why he believes there's a real chance OpenAI runs out of money within the next 18 months, and wha...
Ed Elson is joined by Brian Katulis to break down the latest attacks in the Iran War and how he thinks diplomacy will play out over the next several m...
Ed Elson is joined by Steve Feldstein to break down why countries are pouring so much money into defense and what that says about the future stability...
Ed Elson is joined by Michael Green to break down the impact of SpaceX’s early entry into the Nasdaq 100 and what it means for the future of passive i...
Scott Galloway and Ed Elson unpack reports that Meta is launching a cloud business and explain why they see it as a bearish signal. They also discuss...
Ed Elson sits down with Andrew Dudum, co-founder and CEO of Hims & Hers, to discuss why the company went public so early, how it made GLP-1s more affo...
Ed Elson and Scott Galloway are joined by Tom Lee to map out where he thinks markets are headed by year-end. He explains why he’s still bullish on cry...
Ed Elson is joined by Ed Zitron to break down Meta’s move to sell its excess AI capacity and why it’s a bad sign for the AI bubble. Then, Melissa Murr...
Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Go...