Scott Galloway and Ed Elson break down Google’s $85 billion equity offering and explain why they see it as a smart strategic move. They share their predictions for SpaceX, Anthropic and OpenAI’s IPOs, and break down what could happen if the offerings flood the market with $400 billion. Then, they examine why fast-food franchises are struggling and debate whether the franchise model itself is part of the problem. Finally, Scott and Ed reflect on the biggest lessons and surprises from the first-ever Prof G Markets tour. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order &quot;Notes on Being a Man,&quot; out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

AI’s $400 Billion Test Is About To Begin

Prof G Markets

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**Podcast:** Prof G Markets

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Devastating news. Cole Palmer has been left out of the England squad. So a lot of not really much reason for the Chelsea fans to be watching. But I'm still going to be cheering for England anyway. We've still got some amazing players on the team. Harry Kane's going to be carrying us. Jude Bellingham. You know, team England all the way. But yeah, it's very, very sad about Cole. Cole Palmer did not make the England squad?

Because we've just had a bad season. And Cole, I mean, as much as I love him, he hasn't performed. I think this guy is basing his decisions over form versus fame. He also didn't include Phil Foden, who's kind of our other star. Foden, I understand. I've been to three World Cups. I've been to the U.S., Russia.

Last time we did it, whenever it was, like 94. And then I was in Russia and then Qatar. And when Cole Palmer, was it Ezzy, came on the field in the second half? Mm-hmm. I had lunch with, I forget the name, the guy who was the team England coach of the last one. Lovely guy. And of course, I couldn't, like, stop heckling from the cheap seats. Guy of Southgate, right?

Yeah, Southgate. Based on the fact that I've played FIFA once or twice, which makes me a coach. I'm like, every time Ezzy and Palmer came in, the whole mood, the whole vibe, the whole momentum of the game changed. I'm like, why didn't you start them? And of course, he sat there and he was very polite, thinking, who the fuck is this guy asking me about football?

I can't even imagine how much second-guessing that guy gets. But yeah, I can see. Well, anyways, I think it...

AI’s $400 Billion Test Is About To Begin

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

AI’s $400 Billion Test Is About To Begin

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.