Prof G Markets

Ed Elson speaks with Gabe Pereyra, President and co-founder of Harvey, a legal AI startup. They break down what AI can realistically automate in law, how quickly that shift could happen, and what’s likely to slow adoption. They also discuss how Harvey has built trust with major firms despite being a young company.
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Reid Hoffman joins Scott and Ed to make the bull case for AI amid rising public skepticism. They cover OpenAI's missed targets, the frontier model landscape, the dangers of Mythos, AI's impact on jobs and wealth inequality, why Inflection merged with Microsoft, and Reid's framework for sensible AI regulation.

Reid Hoffman is a co-founder of LinkedIn, Inflection, Manas AI and author of Superagency: What Could Possibly Go Right with Our AI Future. Check out his new Substack, Theory of the Game, now.

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Ed Elson speaks with Ray Dalio about where the world stands amid the Iran war, rising inflation, and climbing U.S. debt — and what investors should do about it. Then, he is joined by Gil Luria to discuss his takeaways from Amazon, Google, Microsoft and Meta earnings. Finally, Ed gives his take on why OpenAI is systemic to the stock market. 

Ray Dalio is the founder of Bridgewater Associates. Gil Luria is the head of technology research at D.A. Davidson. 

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Ed Elson speaks with Jigar Shah and Jon Parrella about whether the AI data-center buildout can really happen at the scale Big Tech and investors expect. They discuss why power is becoming the biggest bottleneck for AI, and propose solutions to ensure that America can build and manage the necessary power infrastructure.

Jigar Shah is the former director of the Loan Programs Office at the U.S. Department of Energy. Jon Parrella is the CEO of Terraflow Energy.

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Sid Jain joins the show to discuss how emerging markets have quietly become an AI trade. Finally, Ed breaks down the truce between Microsoft and OpenAI.

Patrick Boyle is a hedge fund manager, a university professor and a former investment banker. Sid Jain is a Deputy Portfolio Manager at GQG Partners. 

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