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No, We Do Not Have An Iran Deal

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No, We Do Not Have An Iran Deal

Prof G Markets

1 DAYS AGO
Prof G Markets

Prof G Markets

1 DAYS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

Scott Galloway and Ed Elson break down the memorandum of understanding between the United States and Iran and explain why the agreement was unlikely to succeed from the start. Then, they unpack the financials behind OpenAI and Anthropic, exploring what it ...

Highlights

In this episode, Scott Galloway and Ed Elson dissect a recent US-Iran agreement, scrutinize the financial health of AI giants OpenAI and Anthropic, and analyze the failure of Snap's latest hardware venture. The conversation also touches on the implications of corporate governance structures and a surprising new hardware project from Midjourney.
05:18
US and Iran signed a 60-day MOU to pause conflict.
10:32
The MOU is a short, non-binding document with no nuclear constraints.
34:07
Operating losses may not matter due to growth narratives.
40:04
OpenAI's $38.5 billion net loss raises skepticism about the AI business model.
1:01:37
He's wasting capital on a flop.
1:15:47
Hardware will become the new software

Chapters

A Soccer Chat and a Fragile Peace Deal: Why the US-Iran MOU Was Doomed from the Start
00:00
The $300 Billion Question: Why Iran Has No Incentive to Comply with a Non-Binding Agreement
10:32
OpenAI's $39 Billion Loss: Is the AI Bubble About to Burst?
27:58
Can OpenAI and Anthropic Pull a SpaceX? The IPO Strategy That Might Just Work
37:07
Snap's $2,200 Flop: How Evan Spiegel's Iron Grip on Power Cost Shareholders Billions
55:37
From AR Glasses to Ultrasound Scans: The Hardware Revolution Nobody Saw Coming
1:13:10

Transcript

Ed Elson: That sound could mean a lot of things. And when something's going wrong at home in the L.A. Area, the hardest part can be figuring out what the problem actually is. At Thumbtack, you can upload a voice message or a photo, and our AI-powered searc...