$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation

Prof G Markets

Prof G Media & Vox Media

Business, Entrepreneurship, Investing

4.3 • 1.4K Ratings

🗓️ 24 September 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ed is joined by Gil Luria, Head of Technology Research at DA Davidson, to break down Nvidia’s investment in OpenAI and what it illustrates about a new, potentially dangerous investment strategy emerging in AI. Then Ed explores the latest funding round for the company that makes the Oura Ring and dives into why it has become a standout player in the wearable tech industry. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Introducing the new Dell AI PC, powered by the Intel Core Ultra processor.
0:06.0	It helps do your busy work for you, so you can fast forward through designing presentations,
0:11.0	summarizing meeting notes, finding files, synthesizing data, organizing decks,
0:15.0	organizing multiple schedules, responding to James' long emails.
0:20.0	Leaving all the time in the world for the things you actually want to do,
0:25.0	no offence, James.
0:26.4	Get a new Dell AIPC at Dell.co.uk slash AIPC.
0:32.5	Dell, how those ahead, stay ahead.
0:38.4	Support for this show comes from Shopify.
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1:00.1	period at Shopify.com slash Vox Business, all lowercase. Go to Shopify.com slash Vox Business
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1:14.7	From Pushkin Industries, I'm Jonathan Goldstein, and heavyweight is back.
1:20.9	The new season is bigger than ever.
1:23.2	Bigger hopes?
1:24.3	I keep waiting for this moment when he says, Mom, I get it. I'm sorry. Bigger dreams. Bigger hopes? I keep waiting for this moment. When he says, Mom, I get it.
1:29.2	I'm sorry.
1:30.5	Bigger dreams.
1:31.6	Tom Hanks wants to meet with you.
	...

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