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Prof G Markets

Big Tech’s AI Vibe Shift

Prof G Markets

Prof G Media & Vox Media

Investing, Entrepreneurship, Business

4.31.4K Ratings

🗓️ 2 February 2026

⏱️ 65 minutes

🧾️ Download transcript

Summary

Scott Galloway and Ed Elson break down earnings from Microsoft, Meta, Tesla, and Apple. They also weigh in on Trump’s pick of Kevin Warsh for chair of the Federal reserve. Finally, they discuss which companies are poised to go public this year — and whether retail investors should try to get in. Subscribe to the Prof G Markets newsletter  Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Support for the show comes from Funrise. For the past seven years, there's been a room in finance

0:05.4

most people couldn't enter, a room where you could have invested in some of the biggest names

0:09.4

in tech companies like Airbnb and Uber before their multi-billion dollar IPOs. I'm talking about

0:15.7

venture capital. Funrise recently took a sledgehammer to those closed doors by launching a venture

0:20.6

capital product that's available to anyone.

0:23.3

Their mission is to give everyone the chance to invest in the best tech and AI companies before they go public.

0:28.9

You can visit Funrise.com slash ProfG to check out Funrise's venture portfolio and get in early today.

0:35.4

All investments involve risk, including the potential loss of principle, past performance

0:39.2

is not indicative of future results.

0:41.0

This is a paid advertisement.

0:45.5

Support for this show comes from Indeed.

0:48.1

If you're looking to hire top-tier talent with expertise in your field, Indeed says they can

0:52.6

help.

0:53.6

Indeed's sponsored jobs gives your job the best chance at standing out

0:57.5

and grants you access to quality candidates who can drive the results you need.

1:02.3

Spend more time interviewing candidates who check all your boxes.

1:05.6

Less stress, less time, more results.

1:08.6

Now with Indeed sponsored jobs.

1:10.2

And listeners of this show will get a $75

1:13.2

sponsored job credit to help get your job the premium status it deserves at Indeed.com

1:19.4

slash Fox Business. Just go to Indeed.com slash Fox Business right now and support our show by saying

1:26.2

you heard about Indeed on this podcast.

...

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