Scott Galloway and Ed Elson unpack why they think investors should be paying closer attention to the off-balance-sheet obligations behind Big Tech's AI buildout. Then, they examine how rising oil prices and a new wave of tariffs could keep inflation elevated and why they believe China has emerged as one of the biggest beneficiaries of the conflict with Iran. Finally, they break down the surge in new business applications and explain what they think is behind the apparent small-business boom.
Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.
source & further reading
profgmedia.com — original article
The Week: China Is Undercutting America’s AI Boom
Why America Needs to Rethink Capitalism
AI Has A Hidden Debt Problem