Prof G Markets Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded
98 snips
Jun 10, 2025 
Scott Galloway, a Professor of Marketing at NYU Stern, dives into the significant split of Warner Bros. Discovery into two entities, highlighting financial challenges and industry skepticism. He also shares insights on the buzz from Apple's WWDC, questioning its market impact amid growing AI competition. Additionally, Galloway analyzes Tesla's stock downgrades, the volatility stemming from Elon Musk's controversies, and how the anticipated robotaxi launch could shape the company's future. A mix of sharp analysis and engaging anecdotes makes for a captivating discussion.
AI Snips
Chapters
Books
Transcript
Episode notes
Warner Bros Discovery Split Insight
- Warner Bros Discovery is reversing its 2022 merger by splitting into two companies, one for cable and one for streaming.
- This move admits cable is a declining business and recognizes the need for distinct strategies for each segment.
Scott Galloway Predicted WBD Spin
- Scott Galloway correctly predicted Warner Bros Discovery would spin off their cable assets into a 'bad bank.'
- Zaslav runs the streaming business targeting growth, while the CFO handles cash-flow management of declining cable assets.
Apple Losing Innovation Edge
- Apple's WWDC announcements introduced no groundbreaking new innovations and mostly copied existing competitor features.
- This signals Apple's loss of its innovation edge, as it trades at a growth valuation despite appearing as a mature company.
