The Prof G Pod with Scott Galloway No Mercy / No Malice: Fallen Angels
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Oct 5, 2024 Dive into the rise and fall of corporate giants like Intel and NVIDIA, revealing how leadership and innovation drive success in the semiconductor market. Explore the decline of major players like Disney amidst the streaming boom, and the transformation challenges they face. Discover how brands like Best Buy capitalize on retail turnarounds with the promise of AI, while also tackling the pitfalls of daily business distractions. It's a thought-provoking look at the evolution of industry titans and the necessity for adaptation.
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Fallen Angels
- The stock market is at a high, but some iconic companies have crashed.
- Dispersion, China, and a changing of the guard are key to understanding these fallen angels.
Intel's Decline
- Intel missed key trends like mobile and AI, leading to a significant decline in value.
- Despite market growth, Intel's mismanagement is the primary reason for its downfall.
Disney's Challenges
- Disney's value has halved, mirroring the decline of Hollywood due to streaming's rise and changing content consumption.
- Despite this, Disney remains strong in film, streaming, and, despite high costs, theme parks.
