Big Tech Has $1.65 Trillion in Hidden AI Debt
Big Tech is carrying $1.65 trillion in hidden AI debt, according to a report. Treasury yields hit a 19-year high as tariffs and the Iran war escalate, with the 30-year Treasury yield reaching 5.18%, i…
Big Tech is carrying $1.65 trillion in hidden AI debt, according to a report. Treasury yields hit a 19-year high as tariffs and the Iran war escalate, with the 30-year Treasury yield reaching 5.18%, i…
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…
George Hahn reports that cheaper Chinese AI models are undercutting America's AI dominance, while Oracle's growing debt raises alarms about the sustainability of the AI boom. Hahn also highlights Dere…
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…
Pope Leo XIV signed his first encyclical, 'Magnifica Humanitas,' establishing the Vatican's position on artificial intelligence and the human condition. The Vatican, led by one of the world's most inf…
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…
Derek Thompson and Scott Galloway discussed the rise of the 'antisocial century,' noting Americans are socializing, dating, drinking, and reading less, while also covering AI's economic bubble and the…
Gas prices have risen above $4 per gallon, with potential for further increases due to developments in the war with Iran, according to Matt Smith, Director of Commodity Research at Kpler. Meanwhile, C…
Global public opinion now favors China over the U.S., with Selina Xu, head of China research for former Google CEO Eric Schmidt, discussing her recent trip to China and the AI race between the two nat…
Scott Galloway argues that AI's reputation is declining despite rising usage, blaming Washington more than any single CEO. He also shares advice for overcoming public-speaking anxiety and acknowledges…
OpenAI faces a lawsuit from Apple alleging theft of intellectual property and poaching of over 400 employees, an Oracle debt downgrade citing OpenAI as a key credit risk, and a price war with Chinese …
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…
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…
A new analysis by venture capitalist Gary Vaynerchuk draws parallels between the current AI investment frenzy and the dot-com bubble of 1999, warning that the AI bubble may be unraveling but with a po…
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…
Apple has filed a lawsuit against OpenAI, potentially threatening the startup's hardware plans and IPO ambitions, according to Ed Elson and Alex Kantrowitz on the Prof G Pod. The legal action marks a …
China's new Five-Year Plan omits a numerical target for urban job creation for the first time in decades, as unemployment stands at 5.1% and producer prices hit a four-year high amid AI-driven labor m…
SpaceX shares fell 12% last week and are down 36% from their peak despite joining the Nasdaq 100 under new fast-track listing rules and receiving nearly unanimous 'buy' ratings from Wall Street analys…