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How China’s AI Efficiency Could Gut the U.S. Economy

How China’s AI Efficiency Could Gut the U.S. Economy



Scott Galloway and Ed Elson dig into China’s AI efficiencies and whether those innovations will be enough to take on American companies. Then, they look at why private security is on the rise and con…


Published on 2 weeks ago

Are We Building AI for Progress or Power? — ft. Daron Acemoglu

Are We Building AI for Progress or Power? — ft. Daron Acemoglu



Ed Elson and Scott Galloway are joined by Nobel Prize–winning economist and MIT Professor Daron Acemoglu to discuss the economic consequences of AI. He breaks down his research on why nations fail, s…


Published on 2 weeks, 3 days ago

Tesla Profits Plunge 37% Despite Record Sales — Here’s Why

Tesla Profits Plunge 37% Despite Record Sales — Here’s Why



Ed Elson speaks with Tim Higgins, columnist at the Wall Street Journal, to break down Tesla’s third quarter earnings and discuss why profits took a big hit. Then Luke Kawa, Markets Editor at Sherwood…


Published on 2 weeks, 4 days ago

Netflix Stumbles on Earnings — While Warner Bros. Looks for a Buyer

Netflix Stumbles on Earnings — While Warner Bros. Looks for a Buyer



Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its earnings, and the odds it could throw its hat in t…


Published on 2 weeks, 5 days ago

Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars

Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars



Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud space and what’s next for the stock. Then Ed is joined…


Published on 2 weeks, 6 days ago

AI is Running Up America’s Energy Costs — Who’s Footing the Bill?

AI is Running Up America’s Energy Costs — Who’s Footing the Bill?



Scott and Ed dig into how America’s data center boom is driving up electricity bills — and what should be done about it. Then, they look at how Meta and OpenAI are responding to rising mental health …


Published on 3 weeks ago

Why AI Needs Antitrust Intervention — ft. Jonathan Kanter

Why AI Needs Antitrust Intervention — ft. Jonathan Kanter



Ed and Scott are joined by Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, to discuss the evolving AI landscape and why antitrust enfo…


Published on 3 weeks, 3 days ago

Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever

Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever



Ed Elson is joined by Andrew Gardiner, Head of European Technology Equity Research at Citi, to discuss takeaways from ASML’s earnings. Then Ed and Scott Galloway discuss Netflix’s move to offer podca…


Published on 3 weeks, 4 days ago

China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market

China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market



Ed Elson is joined by Alice Han, China economist at Greenmantle and co-host of China Decode, to discuss another volatile day between the U.S. and China. Then, Telis Demos, writer and co-host of the W…


Published on 3 weeks, 5 days ago

Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan

Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan



Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investment…


Published on 3 weeks, 6 days ago





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