OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings

Prof G Markets

Prof G Media & Vox Media

Entrepreneurship, Investing, Business

4.3 • 1.4K Ratings

🗓️ 7 August 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to dig into Disney’s earnings. Finally, Mark Mahaney joins the show to unpack Uber’s results and explain how the company is positioning itself in the race for autonomous dominance. A note to our listeners: our team is out of office for vacation starting next week. There will be no new episodes from August 11th to the 22nd. Enjoy the rest of your summer, and we’ll be back on the 25th. 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

Click on a timestamp to play from that location

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, no offence, James.
0:26.4	Get a new Dell.com at Dell.uk slash AI-PC.
0:32.5	Dell, how those ahead, stay ahead.
0:38.5	Support for this show comes from Macy's.
0:41.6	Layering is an art form.
0:43.5	All it takes is a bit of intention, style, and of course, the perfect cold weather staples.
0:48.8	So find the perfect look for you with the help of Macy's fall fashion guide,
0:52.5	your one-stop shop for fall's latest trends and must-haves,
0:55.5	curated by their experts. From leather to denim to cozy knits, find everything you need to piece
1:00.4	together your new fall look. Explore the Macy's Fall Guide for yourself and shop in store or online
1:05.9	at Macy's.com. Why are businesses like Hallowet choosing Apple products and services?
1:13.6	So we started the business two years ago.
1:15.6	We had a few people who were used to PCs and this was their first foray into Macs.
1:21.6	But it's been super smooth getting everyone onto those devices and everyone seems really, really happy.
1:26.6	Find out how Mac can help you run and grow your business at apple.com forward slash hellovette.
1:35.1	Today's number, one trillion. That's how many different smells can be detected by the human
1:41.7	nose. Researchers had previously estimated that humans could only
1:45.5	detect 10,000 smells. That was until they met Sam Bagman-Fried.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Prof G Media & Vox Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Prof G Media & Vox Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.