Particle Data Platform

AI’s $400 Billion Test Is About To Begin

6/8/20261 hr 8 min

Scott Galloway and Ed Elson break down Google’s $85 billion equity offering and explain why they see it as a smart strategic move. They share their predictions for SpaceX, Anthropic and OpenAI’s IPOs, and break down what could happen if the offerings flood the market with $400 billion. Then, they examine why fast-food franchises are struggling and debate whether the franchise model itself is part of the problem. Finally, Scott and Ed reflect on the biggest lessons and surprises from the first-ever Prof G Markets tour. Subscribe to the Prof G Markets Youtube Channel  Subscribe to the Prof G Markets newsletter  Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Clips

Transcript preview

First 90 seconds
  1. Speaker 00:00

    [upbeat music] What's driving the markets this week? What's on investors' minds as they look ahead? Find out on The Markets Podcast from Goldman Sachs, a breakdown of market moves and macro signals in 10 minutes or less. The Markets Podcast from Goldman Sachs. Listen now.

  2. Speaker 10:22

    [upbeat music] Mornings have a rhythm. You can hear it, feel it. And at Quaker, we fuel it with 100% whole grain oats and a good source of fiber in every bowl, helping you turn that rhythm into your soundtrack for a great day. Fueled to start whatever's next. Quaker, official sponsor of FIFA World Cup '26.

  3. Speaker 2· Soundbite0:54

    Hey, oh, let's go. Hey, oh, let's go.

  4. Speaker 30:59

    You don't brag about your car's resale value until years later when it proves you made the right call. And Toyota makes that choice easy. For the sixth year in a row, Toyota was named the best resale value brand by Kelley Blue Book with Camry, Tacoma, and 4Runner all earning best in class. Because when you buy a vehicle that's built to last, you drive away with value you can count on. Shop toyota.com to learn more. Vehicles' projected resale value and best resale value awards are specific to the 2026 model year. For more information, visit Kelley Blue Book's kbb.com. Toyota, let's go places.

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