Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also examine the shifting media landscape and explain why advertisers have been cutting their spending on legacy media. Finally, Scott offers his prediction for the Presidential election. 
Check out Prof G Markets in Spanish and Portuguese on Youtube. 
Order "The Algebra of Wealth," out now
Subscribe to No Mercy / No Malice
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Prof G Markets

Vox Media Podcast Network

Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube

NOV 4, 202456 MIN
Prof G Markets

Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube

NOV 4, 202456 MIN

Description

Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also examine the shifting media landscape and explain why advertisers have been cutting their spending on legacy media. Finally, Scott offers his prediction for the Presidential election. 

Check out Prof G Markets in Spanish and Portuguese on Youtube. 

Order "The Algebra of Wealth," out now

Subscribe to No Mercy / No Malice

Follow the podcast across socials @profgpod:


Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices