Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback

Prof G Markets

Prof G Media & Vox Media

Investing, Entrepreneurship, Business

4.3 • 1.4K Ratings

🗓️ 3 February 2025

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its spending plans in response to the DeepSeek drawdown. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	The autopilot order.
0:01.7	Now, informal.
0:02.9	The strong urge felt at the ordering kiosk or drive-through
0:05.6	that takes over the entire body and mind
0:07.8	and results in a person ordering a Big Mac without even having to think.
0:11.5	Related phrases.
0:12.5	Looks like I've ordered a Big Mac again.
0:14.6	The Autopilot Order at McDonald's.
0:18.0	Serves from 11am subject to availability.
0:20.1	Today's number 1.5. That's the percentage of global stocks
0:23.3	the Norway's sovereign wealth fund owns, making it the world's largest single investor.
0:28.0	Norway, with a dating scene as a sauna on a hike, and then you jump into a freezing river,
0:32.0	and if you survive, you get a second date.
0:33.6	In 1997, no, no, no, no, no, lochresient. date.
0:46.4	Not really a joke, I'd just sort of an observation.
0:47.3	Here we are.
0:48.9	Let's go Norwegian.
0:50.2	Let's make some cabbage here.
0:53.7	This episode is brought to you by Fundrise.
0:56.2	We think we're Norway. We think we're rich and civilized. Meanwhile, we're arguing over transgender. Meanwhile, we're arguing over Chan.
1:03.1	Anyways, never mind.
1:06.9	Keep that in. I'm getting so fucking old. I think I'm literally think I'm having one of several million strokes that I've been experiencing.
	...

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