Scott Galloway and Ed Elson unpack why they think investors should be paying closer attention to the off-balance-sheet obligations behind Big Tech&#x27;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. 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

How Big Tech Offloaded The Risk Of AI

Prof G Markets

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How Big Tech Offloaded The Risk Of AI

Read the full transcript

The candid version is on a podcast,
not the earnings call.

How Big Tech Offloaded The Risk Of AI

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.