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Prof G Markets

EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward

Prof G Markets

Prof G Media & Vox Media

Business, Investing, Entrepreneurship

4.31.4K Ratings

🗓️ 30 September 2025

⏱️ 46 minutes

🧾️ Download transcript

Summary

Ed Elson unpacks the deal to take Electronic Arts private and shares what he thinks the investors see in the company. Wedbush’s Michael Pachter also joins producer Claire Miller to break down why Saudi Arabia’s public investment fund is so interested in the company. Then, Ed and Scott dive into the pricing of the TikTok deal and explain why it appears to be illegal. Finally, Ed is joined by Mark Zandi, Chief Economist at Moody’s Analytics, to break down the latest revision to second-quarter GDP and what’s really fueling economic growth. Vote for Prof G Markets at the Signal Awards  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

This week on Unexplainable?

0:02.2

Zombies.

0:03.3

In a world where a team of scientists, they're studying zombie bugs, and they're like,

0:09.7

Oh, hey, wouldn't it be great if we could manufacture an artificial version of this zombie

0:14.5

virus and release it into the wild?

0:16.6

What could possibly go wrong?

0:19.0

Everything goes wrong.

0:22.4

Kill them.

0:23.4

Kill the cockroaches.

0:24.8

You can't kill a cockroach if it's already undead.

0:30.5

Follow unexplainable wherever you get your podcasts.

0:34.5

Here is a big existential question for every media company today.

0:39.7

Do they fight the AI tech overlords or do they just take their money?

0:44.4

So far, most of them are taking the money.

0:47.1

But a few are fighting.

0:48.6

One of them is Zip Davis.

0:51.0

This is Peter Kafka, the host of channels.

0:53.7

And on this week's episode, I'm talking to

0:55.2

Zip Davis, CEO of Vec Shah, who tells me he's kind of optimistic about the media business

0:59.8

and why he's taking on the people behind ChatGBT. That's this week on channels, wherever you

1:05.7

listen to your favorite podcasts. Today's number two. That's how many people were sent to the emergency room last week by a squirrel in San Francisco.

1:17.3

The squirrel has reportedly attacked more than five people so far. Local officials have not yet

...

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