Oracle's massive AI data center investment outpaces revenue, sparking investor concern over profitability timelines and creating a significant timing mismatch between spending and returns.
The AI Daily Brief: Artificial Intelligence News and Analysis
OpenAI transforms healthcare with ChatGPT Health, integrating user data to create a personalized health companion that addresses system failures and offers unprecedented insights.
AI's shift to accelerated computing is an infrastructure revolution, demanding trillions in refreshes and augmenting human intelligence to drive unprecedented GDP growth and national security imperatives.
OpenAI issues a "code red" against Google's Gemini, prioritizing ChatGPT's core experience over AGI research to regain user engagement amid existential market threats.
US trade policy shifts to protect domestic industry, prioritizing jobs over consumer prices, while AI's growth offers investment opportunities in infrastructure and data-driven companies.
"1929: Inside the Greatest Crash in Wall Street History" by Andrew Ross Sorkin - Mentioned as a historical book that the host enjoys, and Andrew Ross Sorkin was interviewed about it on "Prof G Markets."
"Thinking, Fast and Slow" by Daniel Kahneman - Mentioned as a book that changed the host's life and discusses research around money and happiness.
Videos & Documentaries
Ken Burns' new American Revolution series - Mentioned as being shown outdoors at Mount Vernon.
Research & Studies
Yale study on Elon Musk's involvement costing Tesla - Mentioned as showing a significant number of lost car production.
Tools & Software
Odu - An all-in-one business software platform for CRM, accounting, inventory, e-commerce, and more.
Character AI - Mentioned for barring users under 18 from its chatbot.
Grokipedia - Elon Musk's encyclopedia powered by xAI, intended as a rival to Wikipedia.
Truth Predict - A crypto-based prediction market platform launched by Truth Social to compete with Polymarket and Kalshi.
Monday Sidekick AI - An AI agent designed to help businesses with tasks and planning.
Adobe Express - An app for creating on-brand content, including flyers, social posts, and presentations, with generative AI features.
Articles & Papers
New York Times article on the guy in charge of AI erotica - Mentioned for insights into user behavior with AI.
People Mentioned
Rulof Bota - Host of "Crucible Moments" podcast.
Vanne Jones - Received an award with Scott Galloway from the Simon Wiesenthal Center.
Donald Trump - Praised by Jensen Huang for his pro-energy initiatives.
Jensen Huang - CEO of Nvidia, praised by Donald Trump.
Sergey Brin - Mentioned as spending more time at Google.
Bill Gates - His idea about taxing robots was brought up.
Alex Galloway - The host's son, studying mechanical engineering.
Andrew Ross Sorkin - Author of "1929" and interviewed on "Prof G Markets."
Organizations & Institutions
Sequoia Capital - Producer of the "Crucible Moments" podcast.
Simon Wiesenthal Center - Hosted an event where Scott Galloway and Vanne Jones received awards.
Nokia - Nvidia is taking a stake in the company.
Oracle - Partnering with Nvidia to build an AI supercomputer.
U.S. Department of Energy - Partnering with Nvidia for AI infrastructure.
Xai - Mentioned in relation to its public benefit corporation structure.
Anthropic - Mentioned in relation to its public benefit corporation structure.
BlackRock - Mentioned as a large institutional investor.
State Street - Mentioned as a large institutional investor.
The Economist - Mentioned as a news source.
BBC - Mentioned as a news source.
FT (Financial Times) - Mentioned as a news source.
New York Magazine - Producer of the Pivot podcast.
Vox Media Podcast Network - Producer of the Pivot podcast.
National Women's Soccer League - Delta Airlines is the official airline.
Warner Brothers - Mentioned as a potential employer for graduates.
Morgan Stanley - Mentioned in a personal anecdote.
Courses & Educational Resources
Tisch School of the Arts - Where Catherine Dell is a professor of the arts.
Websites & Online Resources
cruciblemoments.com - Website for the "Crucible Moments" podcast.
odu.com - Website to try Odu for free.
ibm.com - Mentioned in relation to AI and data access.
zocdoc.com/pivot - Website to find and book doctor's appointments.
upwork.com - Website to find and hire freelance talent.
apple.com/mac - Website to learn more about Mac computers.
nymag.com/pivot - Website to submit questions for the Pivot podcast.
pivot.com - Website for Pivot tour tickets.
sofi.com/profginvest - Website to learn more about building wealth with SoFi.
adobe.com/express/business - Website to learn more about Adobe Express for business.
mintmobile.com/pivot - Website to switch to Mint Mobile.
Other Resources
OpenAI's Public Benefit Corporation structure - Discussed in relation to their IPO.
GLP-1 drugs (Ozempic) - Mentioned in the context of turning off instinctual urges, used as an analogy for AI's impact on corporate decision-making.
Nvidia's annual conference - Jensen Huang's speech about Donald Trump was from this event.
World Series - Mentioned in the context of rooting for the Blue Jays.
The "Spirit of Hope" award - An award presented by the Simon Wiesenthal Center.
The "Spirit Animal" award - Mentioned humorously in relation to Scott Galloway.
The "Most Comical" award - Scott Galloway's high school award.
The "broader public interest" - A concept related to Public Benefit Corporations.
The "Capital War" - The competitive race for AI development and infrastructure.
The "tectonic shift in technology" - Referring to the impact of AI.
The "seven dwarves" - A metaphor for major players in the AI landscape.
The "classic classification" of Public Benefit Corporation - Critiqued for being misleading.
The "alternative facts" - A concept discussed in relation to objective truth.
The "new Berkshire Hathaway summit" - Referring to Nvidia's annual meeting.
The "Great Financial Recession" - Mentioned in relation to Warren Buffett and Berkshire Hathaway.
The "Great Depression" - Mentioned in relation to the 1929 crash.
The "AI Cloud" - Google's branding for its cloud services.
The "existential threat of AI" - Discussed in relation to Google Search.
The "core growth driver" - Referring to Azure for Microsoft.
The "national AI strategy" - Mentioned in relation to Nvidia's initiatives.
The "reindustrialization" - A key theme for Nvidia.
The "corporate ozymandias of AI" - The idea of AI leading to corporate downsizing.
The "ultimate gangster move for shareholders" - Growing while reducing headcount using AI.
The "retail investor" - Mentioned in the context of IPOs.
The "public offering" - Referring to a potential OpenAI IPO.
The "IPO markets" - Described as branding events.
The "compensation committee" - Part of the board responsible for executive pay.
The "honey badger" mentality - Describing Martin Sorrell's approach to pay packages.
The "suicide pact" - Describing the board's reliance on Elon Musk.
The "Elon bump" - The positive impact of Elon Musk's involvement on Tesla's stock.
The "carbon footprint" - Mentioned in relation to data centers.
The "geopolitical implications" - Discussed in relation to AI development.
The "Great American Experiment" - Mentioned in the context of democracy.
The "social security" system - Discussed in relation to changing demographics.
The "payroll taxes" - Mentioned in relation to robot taxation.
The "Great Depression" - Mentioned in relation to historical economic downturns.
The "Great Recession" - Mentioned in relation to historical economic downturns.
The "stock market" - Discussed as a driver of economic behavior.
The "working wealthy" - A term used to describe high earners.
The "alternative investments" - Mentioned in relation to becoming a billionaire.
The "top 1%" and "bottom 90%" - Discussed in relation to economic inequality.
The "inheritance tax" - Mentioned as a potential source of revenue.
The "alternative minute" (AMT) - Mentioned in relation to tax rates.
The "food payments to kids" - Mentioned in relation to government spending priorities.
The "Universal Childcare Healthcare Credits" - Mentioned as a potential use of tax revenue.
The "Pell Grants" - Mentioned as a potential use of tax revenue.
The "vocational training" - Mentioned as a potential use of tax revenue.
The "73 Scott" - Referring to Scott Galloway's word count on the show.
The "CNN Streaming Service" - Discussed as a new subscription offering.
The "CNN Plus" service - Mentioned as a previous, unsuccessful venture.
The "cable news networks" - Discussed in their declining viewership.
The "coveted 25 to 54 year old demo" - Important for advertising revenue.
The "news clips" - How news is now disseminated for virality.
The "trophy property" - Referring to CNN as a potential acquisition.
The "nepo billionaire" - A hypothetical wealthy individual who inherits their fortune.
The "enduring spirit of Aramis" - The brand's image.