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AI Skeptic: This Business Makes No Sense transcript
Prof G Markets

... signals here that suggest there is a fundamental weakness and weakness and no real major business model here. We still don't know Anthropic's true burn rate, but we do know that if all of ...

How Big Tech Offloaded The Risk Of AI transcript
Prof G Markets

... with Prof G Markets. At first glance, it appears that we may be in the middle of a small business boom. According to the Census Bureau, Americans filed nearly 6 million applications last ...

164. Credit Card Product Changes: 5 Strategic Ways to Strengthen Your Portfolio transcript
Point Me To First Class

... ply stores exceeds twenty-five thousand dollars per year, holding more than one Chase Ink Business Cash card opens up expanded access to earning five times points for that spend. And one w ...

Bond Investors Are Panicking — And They May Be Right transcript
Prof G Markets

... d also it's generating billions of dollars in in in in cash flows. This is a losing money business. And now let's compare it to some of the other previous hot IPOs that we've seen when the ...

Chip Stocks Are On Fire — Will It Last? transcript
Prof G Markets

... he question for the for the ROI people are concerned about the ROI though is that are the businesses that are using paying all that money for Claude are they seeing ROI on on their investm ...

OpenAI's Week From Hell — And Why Anthropic Is Winning transcript
Prof G Markets

... le's spending. The only difference is that Meta is the only one that doesn't have a cloud business. I mean you've got Microsoft which is selling their compute through Azure, Amazon doing t ...

Aswath Damodaran: Big Tech Has No Idea How AI Pays Off transcript
Prof G Markets

... d of company going forward. And this isn't the top-down. These are more capital-intensive businesses. As anybody who's a capital intensive business will tell you, it's a very different bus ...

The IPO Frenzy Has Begun — ft. Howard Marks transcript
Prof G Markets

... m. >> [music] >> Support for the show comes from Odoo. >> [music] >> [music] >> Running a business is hard enough, so why make it harder with a dozen different apps that don't talk to each ...

The AI Boom Is Headed For A Reckoning — ft. Aswath Damodaran transcript
Prof G Markets

a real question and a concern of do these businesses even work? I mean, so far I mean, Open AI has a lot of usage. It's like a pretty ubiqui ...

Stocks Rip to Record Highs, Leaving War in the Dust transcript
Prof G Markets

... and 365-day returns. quince.com/markets. >> This episode is brought to you by SoFi Small Business Loan Marketplace. You know SoFi, the one that helps you get your money right with student ...

177. When to Cancel, Downgrade, or Keep a Credit Card transcript
Points Talk®: Your Travel Dreams, Made Possible by Points

happened to me, too. Jess: So I don't know if it's because it's a business card or if it's because it's a co-branded card or both. But… Pam: Or one was a downgrade, ...

Ray Dalio: The World Order Has Unraveled transcript
Prof G Markets

... far? far? >> Oh, the curse of high expectations. Yes, Microsoft's growing a $100 billion business 40%. Amazon's growing a $140 billion business 27%. And Google's growing an $80 billion bu ...

This Market Is Directionless (And That Should Scare You) transcript
Prof G Markets

... ver you get your podcasts. Support [music] [music] for the show comes from ODO. Running a business is hard enough, and you don't need to make it harder with a dozen different apps that don ...

SpaceX Just Filed to IPO — The Numbers Are Ugly transcript
Prof G Markets

... the world where it could become profitable? Yeah, but it it doesn't look like an amazing business at the moment. Like it's a wonderful it's a cool science experiment, but it's not obvious ...

How Influencers Hijacked The Consumer Economy transcript
Prof G Markets

... a lot of these topics, I mean, I mean, what is your advice or what would you recommend to businesses who see this hear this conversation, they see these trends and they're kind of like, I ...

SpaceX Goes Public Tomorrow — Look Out Below transcript
Prof G Markets

... evel. I mean, uh, you know, it's it's bad for consumers, bad for households, it's bad for businesses, it's it's bad for investors, it's, uh, it's bad for the Federal Reserve Board. I it's ...

AI’s $400 Billion Test Is About To Begin transcript
Prof G Markets

... scott. Terms and conditions apply. [music] Support for the show comes from Navon. [music] Business trips are great. The baggage that comes with them is not. The shuffle of paper receipts, ...

The Most Dangerous AI Model Just Leaked transcript
Prof G Markets

... s a car company. At least, that's what it is right now. They haven't launched these other businesses yet. And the car business does seem to be deteriorating. That does seem to be concernin ...

AI’s New Trillion Dollar Mission: Delete Middle Management transcript
Prof G Markets

everything for you. The AI is going to completely transform the business. >> [snorts] >> [snorts] >> You're saying that's probably not going to happen. And I thin ...

The Great Billionaire Migration transcript
Prof G Markets

... ttribute attribute is we can deliver violence to anywhere in the world like no one else's business. business. And we're able to sort of enforce our will will and protect our interests. I a ...

SpaceX Stock Just Crashed — Here’s Why transcript
Prof G Markets

... need to invest very substantially in this AI compute. Now, to be fair to them, this is a business that's in tremendous transformation right in front of our eyes, right? From a business th ...

This Is How OpenAI Goes Broke — ft. Sebastian Mallaby transcript
Prof G Markets

... Anthropic has not been sort of distracted into announcing a whole suite of retailoriented business initiatives which came to nothing. I mean OpenAI announced it was going to do shopping at ...

OpenAI Wants A Government Bailout transcript
Prof G Markets

... any. Then this is the most important quote when asked if he would ever just start a cloud business which he's now doing as of last week. Zuckerberg said this year quote we haven't done tha ...

Inside Nvidia’s $500B AI Financing Loop transcript
Prof G Markets

... eview and publish what goes live. Framer is the pro site builder for creators, teams, and businesses that want a professional site and care enough to get every detail right. Agents solve t ...

The Space Boom Is Just Beginning transcript
Prof G Markets

... > [music] >> Support for the comes from Framer. First impressions matter, and if you're a business owner, then having a messy website is basically the same as not showering before that in- ...

AI Has A Hidden Debt Problem transcript
Prof G Markets

negative, they're going to need more, you know, capital to grow the business. But when you get to the other side of this investment cycle, Alphabet's going to have re ...

Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped? transcript
Prof G Markets

... cast aside as as losing in AI because AI is so good that it's going to ruin the software business. And then AI is so bad that they're wasting money investing in data centers. And what the ...

AI May Not Be Worth The Cost — Here’s Why transcript
Prof G Markets

... that promises to streamline your workflow. That may be true for a specific aspect of your business, but if you need one app for accounting, one for inventory management, and another for sa ...

Apple’s War On OpenAI Just Got Personal transcript
Prof G Markets

... tions for capital expenditures, I mean, what do you make of the money-losing side of this business? I mean, they have reduced their losses compared to last quarter. Uh, last quarter the lo ...

Why A Hot Jobs Report Spooked Wall Street transcript
Prof G Markets

... ets YouTube channel at the link below. >> Support for the show comes from Odoo. Running a business is hard enough, so why make it harder with a dozen different apps that don't talk to each ...

America’s Economy Is Entering a New Era — ft. Noah Smith transcript
Prof G Markets

... ction processes. So now we're we're uh everyone's already talking about building AI first businesses and AI first business models. Maybe a couple people have, you know, um, my friend Edmon ...

Mike Novogratz: Crypto's Investors Have Moved On transcript
Prof G Markets

businesses. I haven't seen that. I I I feel like we keep getting promised this future where this u ...

Why Trump’s Corruption Matters — ft. Hillary Clinton & Anthony Scaramucci transcript
Prof G Markets

... te both of you. Secretary Hillary Clinton. Support for the show comes from ODO. Running a business is hard enough. So why make it harder with a dozen different apps that don't talk to each ...

Two Months In: Why Markets Stopped Caring About Iran transcript
Prof G Markets

... atch was a win, wearables was $36 billion in revenue last year, also growing the services business to more than $100 billion in revenue, scaling the iPhone. He sold more than 3 billion iPh ...

How Leverage Turned An AI Boom Into A Crash transcript
Prof G Markets

... flow back to shareholders, but it's a sugar high. It's not anything structural about the business. Maybe they would argue, "Well, actually given our position in the marketplace, we're goi ...

The Iran “Deal” Isn’t What It Seems transcript
Prof G Markets

... the link below. >> [music] >> [music] >> Support for the show comes from Odoo. Running a business is hard enough, so why make it harder with a dozen different apps that don't talk to each ...

163. Listener Q&A: Bilt vs Amex, Spending Toward Status, & Rethinking Points Fundamentals transcript
Point Me To First Class

... ng Toward Status, & Rethinking Points Fundamentals cards. I would prioritize applying for business credit cards instead of personal credit cards because you can go out and you can get a bu ...

SpaceX IPO Takes Off — And Elon Is Now A Trillionaire transcript
Prof G Markets

... nth of worth of AI compute from SpaceX, and a lot of people said, "Hey, SpaceX has a good business now. Like, they're figuring it out." It was very strange, though, because we also have to ...

Anthropic Whistleblower Says AI Could “Kill Us All” transcript
Prof G Markets

... mpanies' finances. Until investors can see those filings, many questions remain about the business of AI. >> [snorts] >> [snorts] >> Our next guest though might have some answers. Corporat ...

OpenAI Is Spinning Out Of Sam Altman's Control transcript
Prof G Markets

... k it it's just helpful to play out how these kind of situations might unfold for OpenAI's business. Like, you know, when we think about this Apple lawsuit, I mean, what could go wrong here ...

Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters transcript
Prof G Markets

... dea behind Zero. Zero spelled with an X is a simple but powerful platform built for small business owners that makes managing business finances easier from day one. It makes accounting, pa ...

Why The Nasdaq Just Hit Correction Territory transcript
Prof G Markets

... tariffs on inputs into American production. It would not be on-again, off-again, so that businesses could actually make invest If they're lasting, businesses would make investments in the ...

GameStop’s $56 Billion eBay Bid Is Already Falling Apart transcript
Prof G Markets

... and he got interested in robot cars and what not and then AI. And And you have it. It's a business he wants to be in and you know, these folks that he helped he argues created are in it, t ...

Wall Street Is Thriving on Chaos — Will It Last? transcript
Prof G Markets

... and that's a barrier to to use, definitely. use, definitely. And so, what is Globalstar's business mostly focused on between those two? It sounds like mostly direct to device. Yeah, Global ...

Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price? transcript
Prof G Markets

... of the same way I've thought of family-owned companies. You have the founder who starts a business, the son who takes over the business and takes it to new unprecedented business heights, ...

Iran War Will Cost Every Household $50,000 transcript
Prof G Markets

... e overseas platforms, I think that could be a big unlock not to the ultimate subscription business, but I think, you know, time spent on mobile. And I think right now time spent on mobile ...

Will This $11B AI Startup Disrupt Big Law? transcript
Prof G Markets

... he world of legal but you there are all these guarantees and all these other parts of the business relationship that they can't do yet and so they're just not they can't use them at the mo ...

Inflation Is Soaring — Here’s What Happens Next transcript
Prof G Markets

... should just recognize I mean these companies are still very dependent on advertising as a business. Meta, it makes up 97% of their overall revenue still. For Google, it's about 75%. I mean ...

AI Is Dumber Than Investors Think — ft. Gary Marcus transcript
Prof G Markets

... don't want to burn US taxpayer money on an industry that as far as I know has no no real business model. I mean, Nvidia has a business model. They're selling shovels in the gold rush. If ...

Healthcare is Broken—This Company Wants to Fix It transcript
Prof G Markets

[music] Support for the show comes from Engine. Running a small business means every dollar has to work hard. But if your team is still booking travel the old way ...