The Prof G Pod with Scott Galloway No Mercy / No Malice: How Does the End Begin?
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Oct 18, 2025 Scott Galloway dives into the fragility of the U.S. economy amid AI's rise. He warns that concentrated investments in AI could lead to severe market crashes or significant job losses. With historical examples of past bubbles, he explores the risky financing practices echoing the dot-com era. Galloway emphasizes the importance of narrative in valuations and reflects on potential pitfalls for AI’s future. As he wraps up, he encourages caution against relying solely on AI's promises.
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Economy Is Concentrated On AI
- America has become a concentrated bet on AI, with ten firms driving a huge share of market value and growth.
- That concentration creates systemic fragility if AI fails to deliver expected returns.
Top Stocks Could Trigger Large Market Drops
- If MAG-10 valuations collapse, U.S. and global markets could drop substantially and trigger broader economic pain.
- Wealthy households would pull back spending, which could cause a significant GDP decline.
AI Could Cause A White-Collar Bloodbath
- Massive AI-driven cost cuts could eliminate millions of white-collar jobs and raise unemployment sharply.
- Such job losses would ripple beyond elites and deepen inequality and political volatility.
