Prof G Markets: Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expenditures have become so outrageous. Scott and Ed also discuss why Bill Ackman struggled to attract funds for his IPO, and what that says about a chronically online group of people. Note: For our analysis on Friday’s selloff, tune in to Prof G Markets on Thursday for our discussion with Mark Mahaney, Evercore’s Senior Managing Director and head of internet research. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Bestselling author, professor and entrepreneur Scott Galloway combines business insight and analysis with provocative life and career advice. On Mondays and Fridays, Office Hours features Scott answering your questions about business, career, and life.  On Wednesdays, Raging Moderates brings Scott together with political strategist and The Five co-host Jessica Tarlov together to break down the biggest political stories of the week through a centrist lens.  On Thursdays, Conversations features Scott talks with leading thinkers across business, geopolitics, tech, and culture. On Saturdays, don’t miss No Mercy / No Malice, Scott’s Webby Award-winning newsletter, as read by actor and raconteur George Hahn. And on the first Sunday of every month, check out First Time Founders, where Ed Elson sits down with entrepreneurs for conversations about what it really takes to build a business from scratch.  To resist is futile… Want to get in touch? Email us, officehours@profgmedia.com.