The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX Scott Galloway (@profgalloway) and Ed Elson (@edels0n) break down why Elon Musk is considering a merger between SpaceX and Tesla, what a deal could look like, and the hurdles it would face. Scott also explains the existential threat he believes both companies are up against. Then, they examine the growing challenges facing the AI buildout, including why some chips are sitting idle in warehouses and whether investors have priced in the risks. 🔗's 1/2: Youtube: youtube.com/@ProfGMarkets –

Scott Galloway (@profgalloway) tells Ed Elson (@edels0n) why Big Tech's AI spending reminds him of a $3.99 all-you-can-eat buffet. "I was scared to stop eating... I feel like that's basically Big Tech and capex. I feel as if they're afraid to stop spending." This is from today's episode: 'The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX'. xitter.cf/a/status/2114689…

Anthropic’s S-1 key takeaways: Revenue of $16.3 billion in the first half of 2026, against a net loss of $80.7 billion No dividend expected “in the foreseeable future” Up to $120.5 billion in planned compute spending with SpaceXAI and Nvidia Up to $114.5 billion committed to Google through 2033 Warns its revenue growth “may not be sustainable” and “may decrease” Says it may need to raise more money “sooner than expected” 5% of its shares are set aside for the “Anthropic Public Benefit Fund” Flags AI’s “catastrophic existential risks to humanity”

🔗's 2/2: Apple: links.profgmedia.com/48IKZvK Spotify: links.profgmedia.com/4tiKqjI –

Ed Elson (@edels0n) asks Owen Zidar (@omzidar) to what extent the everywhere millionaire is controlling our politics. "When you talk to staffers, like who plays golf with the senator, who can raise money for people in the district. There's an everywhere millionaire in every congressional district." This is from today's episode: 'Meet The Millionaire Class That Really Runs America'. xitter.cf/a/status/2113587…

Owen Zidar (@omzidar) on the real blueprint for getting wealthy in America, and why it isn't building an app. "It's better to own rather than earn. It's pretty hard to get really rich getting a W-2. Second thing, many young people have this sense that you can create an app or get rich really quickly. But when you look at the stories that we tell in the book, that's not the model." This is from today's episode: 'Meet The Millionaire Class That Really Runs America'. xitter.cf/a/status/2113587…

Owen Zidar (@omzidar) on the "everywhere millionaires": ordinary Americans quietly getting rich from running private businesses. "Everywhere millionaires are ordinary Americans who've gotten extraordinarily wealthy from running private businesses. There are over three million of them who have at least $5 million in net worth. Their average wealth is $25 million." This is from today's episode: 'Meet The Millionaire Class That Really Runs America'. xitter.cf/a/status/2113587…

Ed Elson (@edels0n) and Karim Bousta on why Elon Musk might merge Tesla with SpaceX. "I wonder if this is his way to change the way that investors see this thing and stop focusing on the fact that the business is struggling, at least on the automotive side." This is from yesterday's episode: 'Why Elon Might Merge Tesla And SpaceX'. xitter.cf/a/status/2113232…

Zuck:

Ed Elson (@edels0n) asks Karim Bousta whether a flying Roadster is what Tesla really needs, and Karim explains why robotaxis come down to trust. "You need to build the trust from regulators and from the public. If you don't have trust, you don't have a business." This is from today's episode: 'Why Elon Might Merge Tesla And SpaceX'. xitter.cf/a/status/2113232…

Mark Mahaney (@markmahaney) tells Ed Elson (@edels0n) how Meta plans to make money from Muse. "They said twenty five percent of Muse users are using it for commerce related activities. When I pressed them, that includes travel. And they said the average price was $200." This is from today's episode: 'Why Elon Might Merge Tesla And SpaceX'. xitter.cf/a/status/2113232…

Ed Elson (@edels0n) on why YouTube, not Hulu, Disney or HBO Max, is the real threat to Netflix. "The true threat is YouTube. Only two years ago, YouTube was number three in US TV viewing time. Today, it is number one, and it's not even close." This is from today's episode: 'Why Elon Might Merge Tesla And SpaceX'. xitter.cf/a/status/2113232…

You voted. We won. 🏆 Prof G Media picked up nine Signal Awards this year: 📈 Prof G Markets: Listener’s Choice for Money & Finance and Daily Podcast, Silver for Best Video Podcast and Daily Podcast, and Bronze for Money & Finance 🎙️ The Prof G Pod: Gold and Listener’s Choice for Business People & Entrepreneurs Shaping Culture 📰 Simply Put by Ed Elson: Bronze and Listener’s Choice for Best Podcast Newsletter Thank you to everyone who voted. 🙏

Mark Zuckerberg says shopping is MUSE's biggest use case so far, with over a quarter of active users engaging in shopping and an average purchase size above $200. $META had to ask Stripe to raise credit limits in the first week because volumes exceeded expectations...