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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…

George Hahn reports that hidden debt is fueling America's AI buildout, while China spreads cheap, open-source AI globally, and the rise of solo founders signals a new creator economy. The episode also…

Scott Galloway's newsletter 'No Mercy / No Malice' draws parallels between the current AI boom and the dot-com era of 1999, warning of overvaluation and hype. Galloway argues that while AI is transfor…