Episodes (Page 4)
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OpenAI could face financial collapse within 18 months.
Sebastian Mallaby
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Ed Elson and Brian Katulis discuss Iran War attacks and diplomacy.
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Analyze the global increase in defense spending and its implications.
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Analysis of SpaceX's Nasdaq 100 entry and passive investing.
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Scott Galloway and Ed Elson discuss Meta's cloud business launch.
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Andrew Dudum, CEO of Hims & Hers, discusses disrupting the healthcare system.
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Tom Lee forecasts S&P 8,000 by year-end, remaining bullish on crypto.
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Meta's decision to sell excess AI capacity is seen as a warning sign for the AI bubble.
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Analysis of the recent boom in chip stocks.
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OpenAI reportedly delays its IPO plans.
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Robert Armstrong analyzes the current directionless stock market.
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Gary Marcus expresses concerns about the current AI hype.
Gary Marcus
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Senate passes housing bill; Trump's approval is key to its success.
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Global tech selloff and SpaceX's role in AI fears are examined.
Arin Dube
Gil Luria
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Ed Elson and Paul Johnson discuss the UK economy's 20-year stagnation.
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Scott Galloway and Ed Elson discuss the US-Iran MOU, questioning its viability.
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Barry Ritholtz analyzes the SpaceX IPO valuation and concerns about its public offering.
Barry Ritholtz
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Snap's AR Specs launch disappointed investors, signaling potential future struggles.
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Ed Elson and Ed Zitron discuss OpenAI's staggering financial losses.
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Karim Sadjadpour and Ed Elson discuss the new U.S.-Iran agreement and war resolution.