CME Group is launching AI compute futures, allowing computing power to be traded like a commodity, a move that raises questions about Wall Street's enthusiasm for AI. The announcement was discussed by…
Scott Galloway and Ed Elson debate the bull and bear cases for the stock market at record highs, highlighting the market's dependence on cash-burning AI companies like OpenAI and Anthropic and the fra…
Aswath Damodaran, a professor at NYU Stern, said Big Tech has no idea how AI pays off, citing concerns about the Magnificent Seven's AI spending. He discussed the AI race, market pricing of AI risk, a…
Steve Eisman, host of the Real Eisman Playbook, said stocks are at record highs and discussed what would trigger a market top, while Ryan Petersen, CEO and founder of Flexport, explained how the war w…
Apple has escalated its legal dispute with OpenAI by requesting a preliminary injunction, a move that could significantly impact OpenAI's operations. The request was discussed by Ed Elson and Alex Hea…
In a replay of the Second Quarter Review, Aswath Damodaran, Scott Galloway, and Ed Elson discussed the potential for an AI correction, citing a lack of transparency in Big Tech's business models and t…
Leopold Aschenbrenner's AI fund, Situational Awareness, collapsed amid turmoil driven by leverage, according to a discussion between Ed Elson and Michael Green, chief strategist at Simplify Asset Mana…
Scott Galloway and Ed Elson explain how single-stock leveraged ETFs caused volatility in the South Korean stock market, highlighting the dangers of leverage for investors. They also analyze earnings f…
Anduril co-founder and CEO Brian Schimpf discussed with Ed Elson how AI is transforming the defense industry and the growing threat from China, highlighting the need for careful deployment of AI in wa…
Jim Chanos, founder and managing partner of Chanos & Company, warns that fraud is hiding behind record-high stock prices in today's AI-driven market, drawing parallels to the late stages of the dot-co…
Scott Galloway and Ed Elson argue that Big Tech has offloaded the risks of its AI buildout through off-balance-sheet obligations, which investors should scrutinize. They also warn that rising oil pric…
Noah Smith joined Ed Elson and Scott Galloway in a livestream to discuss underappreciated AI issues, AI dumping concerns, and the potential of a sovereign wealth fund to address wealth inequality, as …
AI companies have accumulated significant hidden debt, according to a discussion between Ed Elson and Ed Zitron, author of the Where's Your Ed At newsletter and host of the Better Offline podcast. The…
Economics writer Noah Smith debated Scott Galloway and Ed Elson on the global economy at mid-2026, discussing China's Kimi K3 model and whether US export controls are working, the authenticity of AI d…
OpenAI faces a leadership shake-up as Scott Galloway and Ed Elson discuss the company's turbulent week and the growing threat from China's latest AI models, arguing that AI's influence is extending be…
Mike Novogratz, founder and CEO of Galaxy Digital, said crypto investors have moved on as the industry struggles this year, while he pivots to AI infrastructure and describes himself as an AI landlord…