Data Center Debate: Are Energy Bills About To Explode?
Ed Elson speaks with Jigar Shah and Jon Parrella about whether the AI data-center buildout can really happen at the scale Big Tech and investors expect. They discuss why power is becoming the biggest ...
29 Huhti 42min
The Biggest IPO In History Isn’t What You Think It Is
Sid Jain joins the show to discuss how emerging markets have quietly become an AI trade. Finally, Ed breaks down the truce between Microsoft and OpenAI. Patrick Boyle is a hedge fund manager, a unive...
28 Huhti 37min
Two Months In: Why Markets Stopped Caring About Iran
Scott Galloway and Ed Elson discuss how the war in Iran has impacted prices and markets as the conflict passes the two month mark. They also break down what makes a great CEO in light of Tim Cook’s de...
27 Huhti 1h 15min
The AI Job Crisis Andrew Yang Saw Coming
Ed Elson and Scott Galloway are joined by Andrew Yang to explore how artificial intelligence will reshape the workforce. They break down the real impact AI is already having on jobs, discuss what the ...
24 Huhti 1h 4min
The Most Dangerous AI Model Just Leaked
Ed Elson is joined by Sherri Davidoff to analyze the security breach of Anthropic’s Mythos, what it means for AI safety and cybersecurity, and how both the company and regulators should respond. Then,...
23 Huhti 36min
Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price?
Ed Elson speaks with Patrick McGee and Tripp Mickle about what Apple’s next chapter looks like now that Tim Cook is officially stepping down. They discuss what he got right, where he fell short, and w...
22 Huhti 35min
Iran War Will Cost Every Household $50,000
Ed Elson speaks with Justin Wolfers to unpack the latest developments in the war, including what the ceasefire really means and how to interpret the Defense Department’s proposed budget. Then, Rich Gr...
21 Huhti 38min
Stocks Rip to Record Highs, Leaving War in the Dust
Scott Galloway and Ed Elson discuss why markets are so bullish right now, even with ongoing uncertainty in Iran. Scott argues it’s a byproduct of rising income inequality, while Ed points to “timeline...
20 Huhti 1h 18min
