The Great Sloppification of OpenAI
Prof G Markets6 Okt 2025

The Great Sloppification of OpenAI

Scott and Ed break down OpenAI’s Sora 2 and debate whether profitability should be a priority for OpenAI. They then dig into the global M&A boom, exploring why deal sizes are exploding and smaller companies are being left behind. Finally, they cover Charlie Javice’s sentencing and tackle the fine line between storytelling and fraud. Vote for Prof G Markets at the Signal Awards Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(369)

Apple Just Declared War On OpenAI

Apple Just Declared War On OpenAI

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 Kawa returns to the show to break down South Korea’s ...

14 Jul 29min

Wall Street Is Pumping SpaceX — So Why Is It Falling?

Wall Street Is Pumping SpaceX — So Why Is It Falling?

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 past couple weeks. They break down the price targe...

13 Jul 1h 10min

This Is How OpenAI Goes Broke — ft. Sebastian Mallaby

This Is How OpenAI Goes Broke — ft. Sebastian Mallaby

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 what that would mean for the broader AI industry. He ...

10 Jul 1h 5min

What Wall Street Got Wrong About Iran

What Wall Street Got Wrong About Iran

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 months. Then, Casey Mock joins the show to discuss ...

9 Jul 30min

Why The World Is Spending More On War

Why The World Is Spending More On War

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 of the world. Then, Zed Francis joins the show to...

8 Jul 33min

SpaceX Just Got Fast-Tracked Into Your Portfolio

SpaceX Just Got Fast-Tracked Into Your Portfolio

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 investing. Then, Kathryn Anne Edwards joins the sho...

7 Jul 34min

OpenAI Wants A Government Bailout

OpenAI Wants A Government Bailout

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 why they don’t think there’s any justification for...

6 Jul 1h 5min

Healthcare is Broken—This Company Wants to Fix It

Healthcare is Broken—This Company Wants to Fix It

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 affordable, and whether healthcare regulation has gone...

5 Jul 1h

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