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In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the real AI bubble hasn’t actually hit the public markets — yet.  Subscribe to Simply Put to get the newsletter in your inbox. Subscribe to the Prof G Markets Youtube Channel  Follow Prof G Markets here: Instagram: instagra…
Ed Elson is joined by Karim Bousta to give his takeaways from Tesla’s earnings and what he makes of the news that SpaceX and Tesla might merge. Then, Mark Mahaney returns to break down Meta’s earnings. Finally, Ed explains why he’s bearish on Netflix.  Karim Bousta is the Co-Founder and Managing P…
Ed Elson is joined by Owen Zidar and Eric Zwick to unpack their research on the “Everywhere Millionaire”. They explain how pass-through businesses work, why the tax code disproportionately benefits their owners, and how policymakers could close some of these loopholes. They also explore how AI is c…
Ed Elson is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry. Then, Nicolas Owens joins to give his takeaways from SpaceX’s earnings. Later, Thierry Wizman joins to unpack the fiscal crisis unfolding in France and whethe…
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