NYU Professor, best-selling author, business leader and serial entrepreneur Scott Galloway cuts through the biggest stories in tech, business, and investing with unfiltered insights, bold predictions and thoughtful advice. Podcasts include Prof G Markets with co-host Ed Elson, Prof G Conversations and Office Hours with Prof G.
Legendary investor Steve Eisman argues that while the Iran conflict creates short-term volatility, the greatest systemic risks lie in the opaque $2 trillion private credit market and unsustainable AI valuations, drawing parallels to 2008 regarding hidden leverage and data opacity.
Signal President Meredith Whittaker warns that AI agents threaten privacy by requiring deep operating system access that bypasses encryption, reveals the term 'AI' originated as 1950s marketing jargon to secure funding, and cautions that cloud-based LLMs retain sensitive queries vulnerable to subpoenas and profiling.
The US assassination of Iranian Supreme Leader Ali Khamenei has forced China into a diplomatic crisis, threatening its energy security through potential Strait of Hormuz disruption while fueling debate over whether Washington is systematically targeting Beijing's key allies in a widening proxy conflict.
Despite the US entering war with Iran and threats to the Strait of Hormuz, oil prices rose only 7% rather than the feared 20% as markets bet on a swift resolution that could actually increase Iranian crude exports. Simultaneously, OpenAI closed a record $110 billion funding round and secured a Pentagon partnership within 24 hours of rival Anthropic being blacklisted for refusing to loosen AI safety guardrails for military use.
Fareed Zakaria analyzes the US-Israel military campaign against Iran, arguing that while the upside involves regime collapse and defanging Iran's regional power, the highly institutionalized nature of the regime makes survival likely without ground forces, while Iran's attacks on Gulf States have backfired by unifying regional support against them.
A speculative Catrini Research blog post titled "The 2028 Global Intelligence Crisis"—imagining AI-driven mass unemployment and a 38% market crash—caused real selloffs in software and private credit stocks, revealing a dangerous decoupling of market volatility from fundamentals while creating buying opportunities for disciplined investors.
Cohere co-founder Nick Frost explains why his company focuses exclusively on enterprise AI infrastructure, detailing the immense resource barriers that limit foundational model development to roughly 10 global players while tracing the current AI revolution to Geoffrey Hinton's decades-long persistence with neural networks and the consumer accessibility of transformer technology.
Kalshi CEO TK Manor discusses the prediction market platform's explosive growth from $280M to $2.3B in trading volume, arguing that unlike traditional gambling, Kalshi's fee-based model aligns incentives with user longevity rather than losses while providing an alternative information source in an era of media distrust.
Kim Ghattas analyzes the escalating US-Iran tensions as a high-stakes 'game of chicken,' noting Trump's massive military buildup contrasts with his preference for a deal, while Iran faces unprecedented internal and external pressures that make both conflict and negotiation volatile.
Nvidia delivered another blowout quarter with 75% data center growth and visibility into 2027, yet markets remain paralyzed by competing AI anxieties—fearing both a bubble bursting and AI advancing too fast. Technology strategist Gil Luria argues both extremes are statistically unlikely, while political analyst Ian Bremmer notes that investor jitters reflect broader geopolitical dysfunction rather than pure technology fundamentals.
A viral Substack post predicting AI-driven economic collapse by 2028 triggered a massive sell-off in software stocks, accelerating a rotation toward "HALO" (Heavy Assets Low Obsolescence) investments like utilities and industrials, while Blue Owl Capital's gating of private credit fund withdrawals exposed hidden liquidity risks in the booming private credit market.
China is capitalizing on Trump's tariff rollbacks while the IMF pushes for economic rebalancing, but experts believe China will continue its export-driven model as domestic consumption remains constrained by the ongoing property crisis.