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Prof G Markets

Did Anthropic Just Kill Software?

Prof G Markets

Prof G Media & Vox Media

Entrepreneurship, Investing, Business

4.3 • 1.4K Ratings

🗓️ 9 February 2026

⏱️ 75 minutes

🧾️ Download transcript

Summary

Scott Galloway and Ed Elson unpack last week’s software sell-off, including which names could be potential buys. They then turn to the world of entertainment, from Disney’s next chapter to the Warner Bros. Discovery–Netflix hearing on Capitol Hill. Finally, they break down Anthropic’s Super Bowl ad and why it could mark a turning point for the company. 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

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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

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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.

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