Prof G Markets

Scott Galloway and Ed Elson break down the biggest takeaways from Anthropic’s financials and explain why the company’s customer concentration is raising concerns. Then, they examine the state of the IPO market and make the case for why now could be the time to buy bonds. Finally, they discuss the changes John Ternus is making at Apple and debate whether the company’s new smart home hub will be a success.

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Ed Elson sits down with Luca Ferrari, co-founder and CEO of Bending Spoons, to discuss the company’s origin story, what sets its acquisition model apart from private equity, and how it decides which companies to buy. They also discuss the role of headcount reduction in Bending Spoons’ strategy, what it’s like to build a company in Europe, and how the company uses AI to transform the businesses it acquires.
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In this debut episode of Ed Elson’s newsletter, Simply Put, Ed breaks down how the sports betting economy captured America.

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Ed Elson is joined by Steve Eisman to discuss why he thinks Anthropic and OpenAI are manufacturing a crisis. Steve explains why he wouldn’t invest in the Anthropic IPO and what he’ll be looking for when the S-1 finally drops. He also breaks down why he thinks high yields could result in a market correction, which company he is shorting, and what his investment strategy currently looks like.

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Ed Elson is joined by Madison Mills to discuss the FTC’s investigation into OpenAI and Anthropic. She also breaks down her reporting on the agentic security breaches involving the companies. Then, Justin Wolfers returns to unpack the latest inflation report and explain what the bond market is signaling about the health of the economy. Finally, Ed shares his take on President Trump’s meeting with AI leaders.

Madison Mills is a senior AI reporter at Axios. Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics.

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