The Prof G Pod with Scott Galloway Prof G Markets: Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club
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Jan 27, 2025 This discussion kicks off with a look at Netflix’s earnings and the serious implications of a potential TikTok sale. The ambitious Project Stargate aims for a massive $500 billion investment in data centers, reshaping the AI landscape. Insights into Microsoft’s confidence in its data investments reveal a competitive tech atmosphere. Meanwhile, the venture into Colombian soccer with La Equidad highlights the fusion of celebrity influence and community engagement in sports ownership. It's a deep dive into market trends and dynamic investment strategies.
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SmartLess Appearance
- Scott Galloway recounts his experience on the SmartLess podcast.
- He discusses the hosts' reactions and reveals that some knew him.
Netflix Dominance
- Netflix's success is not a rising tide lifting all boats; it's zero-sum.
- Their growth and pricing power come at the expense of competitors.
J&J's Silence on Healthcare Costs
- Johnson & Johnson strategically avoids discussing healthcare costs in their earnings calls.
- They prioritize shareholder value over public discourse.