Podcast Episodes
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Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into…
2 months, 1 week ago
What OpenAI’s Restructuring Means for Microsoft, AGI — and a Future IPO
Ed Elson speaks with Alex Heath, author of Sources and co-host of the Access podcast, about OpenAI’s completed restructuring and the launch of its ne…
2 months, 1 week ago
How Milei’s Surprise Win in Argentina Defied the Market
Ed Elson speaks with Oliver Stuenkel, Associate Professor at FGV’s School of International Relations in Brazil, to break down the results of the elec…
2 months, 1 week ago
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 l…
2 months, 2 weeks ago
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. …
2 months, 2 weeks ago
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 b…
2 months, 2 weeks ago
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 …
2 months, 2 weeks ago
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 spac…
2 months, 2 weeks ago
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 …
2 months, 3 weeks ago
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 discus…
2 months, 3 weeks ago