Prof G Markets OpenAI & Microsoft Feud, Homebuilder Vibes Slump, and WBD Cuts Zaslav’s Pay
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Jun 18, 2025 
Scott Galloway, NYU Marketing Professor, dives into the intriguing dynamics of the AI showdown between OpenAI and Microsoft, revealing how these tensions shape market competition. He also tackles the slump in homebuilder confidence due to rising costs and the impact of Zaslav's pay cuts at Warner Brothers Discovery. Their discussion raises critical questions about executive compensation in times of financial struggle, making for a thought-provoking listen that links personal and corporate governance.
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Tariffs Crushing Homebuilders
- Homebuilder confidence dropped due to tariffs increasing construction costs by about $11,000 per home.
- Imported materials like lumber and steel significantly influence housing affordability and supply.
Homebuilders Face Resale Competition
- Resale housing supply returning amid high mortgage rates pressures homebuilders competitively.
- Homebuilders face a stasis with no relief expected through 2025 due to persistent rates and supply.
OpenAI Vs Microsoft Tensions
- OpenAI resents Microsoft's control including IP ownership and exclusive compute services.
- OpenAI's original $1B Microsoft investment now hampers autonomy and sparks potential legal action.