The Prof G Pod with Scott Galloway Prof G Markets: Nvidia’s Superpower, Reddit’s Democratized IPO, & the Capital One-Discover Deal
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Feb 26, 2024 
In this engaging discussion, Jason Stavros, Editor-in-chief at ProfG Media, gives insights into the credit card industry. The duo dives into Reddit's innovative IPO strategy aimed at retail investors and the significance of its AI content deal with Google. They explore Capital One's $35 billion acquisition of Discover, pondering its potential regulatory hurdles. Finally, they unpack Nvidia's explosive market performance, examining its transformative influence on the economy and tech landscape.
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Rivian Waiting List
- Scott Galloway ordered a Rivian EV but now doesn't want it.
- He only wanted it because of the waiting list, enjoying the illusion of scarcity.
FuboTV Antitrust
- FuboTV's antitrust lawsuit against Fox, Warner Brothers Discovery, and Disney might not succeed.
- These companies are struggling against Netflix and YouTube TV, making consolidation more of a necessity than anti-competitive.
Merger Conditions
- The FTC and DOJ might approve the merger with conditions, similar to Microsoft's acquisition of Activision Blizzard.
- They could require the merged entity to offer sports streaming to other platforms at a regulated price.
