We&#x27;re back with another episode of The Week, a new weekly show from Prof G Media, hosted by George Hahn. Every Friday, we&#x27;ll break down the biggest stories shaping business, technology, politics, and culture — and connect the dots across the conversations happening throughout the Prof G universe. This week, George explores a question showing up everywhere from Silicon Valley to Hollywood: what happens when the promise of a technology collides with the reality of its costs? We discuss growing concerns about AI&#x27;s return on investment, why Netflix co-CEO Ted Sarandos believes Hollywood&#x27;s fears may be overblown, and why Eli Lilly CEO David Ricks thinks GLP-1 drugs could prove even more transformative than artificial intelligence. Plus, Scott revisits his early support for military action in Iran and reflects on how his thinking has changed as the war enters its fourth month. We’d love your feedback as we build this show. Let us know what you think at info@profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Week: AI, GLP-1s, and Scott's Iran War Reversal

The Prof G Pod with Scott Galloway

# Full Transcript

**Podcast:** The Prof G Pod with Scott Galloway

## Transcript

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[SPEAKER_D] Nearly 50,000 workers have been laid off this year, supposedly because of AI. And that's almost as many as in all of 2025. For companies adopting AI, the thesis is simple: AI is going to do, is supposed to do, much of the work that humans do. In recent weeks, however, that thesis has hit a roadblock. More and more companies are reporting that despite the enormous power of AI, the technology is actually more expensive than the humans that it is supposed to replace. Uber, for example, just blew through its entire 2026 AI budget in just 4 months. According to the CEO, it is now getting harder to justify AI costs within the company. Microsoft is canceling its Claude Code licenses across multiple divisions because it's simply gotten too expensive. And over at NVIDIA, one executive said that the cost of compute is now, quote, far beyond the cost of employees, which a...

The Week: AI, GLP-1s, and Scott's Iran War Reversal

Transcript

Built for investment professionals

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

The Week: AI, GLP-1s, and Scott's Iran War Reversal

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.